Managing your charitable giving

By Mike Switzer

Published March 25, 2025 at 6:30 AM EDT

Anne Marie Ashworth, certified financial planner with Abacus Planning Group in Greenville, S.C.

There’s a unique and increasingly popular way to manage your charitable giving that you may not have heard about. It’s called a Donor-Advised Fund. How does it work? Our next guest is going to tell us. Mike Switzer interviews Anne Marie Ashworth, a certified financial planner with Abacus Planning Group in Greenville, S.C.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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