With so many people in need, financially supporting non-profits is more important than ever. In this edition of Buckingham Weekly Perspectives, Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.

Jeffrey Levine

Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF

Chief Planning Officer

As Chief Planning Officer, Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies.