A podcast for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.
Ed's Edge promises to give listeners a financial edge as they aspire to live the life they've always wanted. With stories and insights, Ed Meek & James Alexander make the complex simple. doling out simple money habits and hacks that can build your assets and help you live out your dreams.
Charitable Giving
In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.
Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.