In this episode we discuss charitable giving and dive into donor advised funds (DAFs), versus Charitable Remainder Trusts (CRTs) and private family foundations. We break down what each of these are and discuss the merits and drawbacks of each option. Learn more about how the IRS supports your charitable desires. https://www.whitecoatinvestor.com/7-ways-irs-supports-charitable-desires/ We also answer listener questions regarding whether to sell or rent your home, allocate the bond portion of your asset allocation towards your primary home mortgage, buy medical evacuation insurance, and life insurance for military members.

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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

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WCI #228: Charitable Giving: DAFs vs CRTs vs Private Family Foundation

White Coat Investor Podcast