Share Your Good Fortune

April 4, 2014

The Progressive Farmer Magazine logo

A donor-advised fund is relatively easy to set-up, provides uncomplicated administration and offers a lot of flexibility for tax planning and gifting opportunities, said Walt Mozdzer, a certified financial planner with Syverson, Strege and Company in West Des Moines, Iowa

Flexibility is an important tax strategy for most farmers. Mozdzer said suggesting a donor-advised fund often starts with a tax situation.  If a client typically gives to charity every year, Mozdzer recommends a donor-advised fund for its flexibility, especially for those with fluctuating annual income.

Read more about this tax strategy in the full PDF article from Progressive Farmer Magazine and comments from Walt Mozdzer.

– Walt Mozdzer, CFP®