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Supercharge your charitable donations
Manage episode 429141348 series 2864884
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In this episode, Steve and Travis discuss three ideas to supercharge your charitable donations and save on taxes.
The first idea is to use a donor-advised fund (DAF) to group your charitable donations together and take a larger deduction.
The second idea is to donate highly appreciated stocks instead of cash, which allows you to avoid capital gains taxes.
The third idea is to make qualified charitable distributions (QCDs) from your IRA, which can offset your required minimum distributions (RMDs) and reduce your taxable income.
These strategies can help you maximize your charitable deductions and keep more money in your pocket. #taxes #charitabledonations #taxplanning
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
Chapters
1. Supercharge your charitable donations (00:00:00)
2. Maximizing Charitable Deductions for Financial Growth (00:00:07)
3. Maximizing Tax Benefits Through Charitable Giving (00:05:50)
4. Maximize Tax Benefits With Donor Funds (00:15:51)
5. Strategic Giving Through QCDs (00:22:27)
125 episodes
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