Can charitable giving be part of a smart estate plan? Absolutely.
In this episode of Aging Starts Now, host Janel Heflin, Elder Care Coordinator at Johnson McGinnis Elder Care Law & Estate Planning, welcomes Cathy Sheffield, Director of Philanthropic Partnerships with The Community Foundation of Middle Tennessee, to discuss the many benefits of Donor Advised Funds (DAFs).
You’ll learn:
What a Donor Advised Fund is and how it works
Why DAFs aren’t just for wealthy families
The tax advantages of charitable giving
How DAFs can simplify and maximize your philanthropy
Why many families include charitable giving in their estate plans
How The Community Foundation helps donors create a lasting impact in Middle Tennessee
Whether you’re passionate about supporting your favorite nonprofit, looking for tax-efficient giving strategies, or thinking about the legacy you want to leave, this conversation offers practical guidance to help you make informed decisions.
To learn more about The Community Foundation of Middle Tennessee, visit cfmt.org.
For more information about estate planning, life care planning, and protecting what matters most, visit http://www.tn-elderlaw.com
