“How do donor advised funds compare to family foundations? Very favorably, assuming you prefer fewer costs and administrative burden.” – Kevin McKane
In this episode of The Beacon Podcast, Jeff speaks with Kevin McKane about the uses and benefits of donor advised funds during these challenging times. Kevin is the senior financial planner for Schultz Wealth Management of Janney in Buckhead, Atlanta. In his conversation, Kevin explains:
Download this PDF on giving through a donor advised fund during the COVID-19 crisis.
About our guest
Kevin is a Certified Financial Planner™ professional and Chartered Retirement Plan Specialist™. As Senior Financial Planner for Schultz Wealth Management of Janney, Kevin and his team of CPAs and estate planning attorneys understand that significant wealth requires customized goals-based financial strategies. With that in mind, Kevin provides comprehensive wealth management and financial planning advice to individuals, corporate and institutional clients in the areas of retirement income planning, charitable giving & non-profit consultation, estate planning & trust services, tax-sheltering strategies, and insurance protection analysis.
He currently serves on the Advisory Board for the Shepherd Spinal Center in Atlanta, Executive Alumni board for the Marist School and recently was asked to join the board of the Buckhead Business Association as vice-president of corporate development. Over the years, he’s served in leadership roles and on committees for the 1998 Society-Children’s Healthcare of Atlanta, Fragile Kids Foundation, Trees Atlanta, and lastly executive committee for the Nashville Chapter of the UGA Alumni Association.
Kevin is a graduate from the Terry College of Business at the University of Georgia. He is an Atlanta native – pretty hard to find these days – and lives in Historic Brookhaven in Atlanta with his wife Meg, a Pediatric Cardiologist with Sibley Heart Center, and their two children. Kevin enjoys playing golf at Capital City Club, traveling with his family, and all things UGA!
Learn more about Schultz Wealth Management.
Contact Kevin: firstname.lastname@example.org