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Fiduciary Insights
fiduciaryinsights
42 episodes
3 weeks ago
Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company.
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Investing
Business
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All content for Fiduciary Insights is the property of fiduciaryinsights and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company.
Show more...
Investing
Business
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Maximizing the Benefits of Donor-Advised Funds
Fiduciary Insights
1 hour 49 seconds
2 years ago
Maximizing the Benefits of Donor-Advised Funds
Donor-advised funds (DAFs) have grown tremendously over the past decade, and play a major role in funding a variety of charitable causes. Much of this rapid growth has been driven by the low cost, flexibility and other advantages of DAFs over private foundations and other giving vehicles. In this podcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving. The topics discussed include when to use a donor-advised fund relative to a private foundation, how to convert a private foundation to a donor-advised fund, strategies to maximize the tax benefits of using DAFs, and innovative giving vehicles, such as the Fiduciary Flexible Endowment Fund™ and Fiduciary Restricted.  View the video version here.  
Fiduciary Insights
Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company.