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Supercharge Your Charitable Donations
Manage episode 429141348 series 2864884
תוכן מסופק על ידי Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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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.
פרקים
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)
138 פרקים
שתפו
