Year-End Philanthropy: Pros and Cons of Donor Advised Funds with Polly and Keith 00:10:00
Polly and Keith are expert financial advisors at Walkner Condon Financial Advisors, located in Madison, WI. With a wealth of experience in philanthropy and financial planning, they specialize in helping clients maximize the impact of their charitable giving. Polly and Keith have a deep understanding of Donor Advised Funds (DAFs) and their potential benefits and drawbacks. They are passionate about guiding individuals and families through the intricacies of DAFs to achieve both their philanthropic and financial goals. Known for their clear and insightful advice, Polly and Keith have become trusted voices in the community. In their engaging podcast episodes, they break down complex financial concepts and provide practical strategies for effective charitable giving. Through their work, they aim to empower clients to make informed decisions that align with their values and aspirations.