Welcome to The Live Greater View, a financial planning podcast produced by VLP Financial Advisors, where we discuss life, money, and perspective. Today, we’re diving into a topic that often comes up with clients as they plan for the future—charitable giving. If you’ve ever wondered how to make a meaningful impact with your wealth, this episode is for you.

Charitable giving isn’t just about writing checks; it’s about aligning your financial goals with your values and making a lasting difference. Whether you’re in the early stages of your career or approaching retirement, understanding the options available for charitable giving can help you maximize both the impact on the causes you care about and the benefits of your financial plan.

In This Episode, We’ll Cover:

• The Evolution of Charitable Giving: How attitudes towards charitable donations have shifted over the years and why more people are prioritizing giving in their financial plans.
• Common Scenarios: Real-life examples of how clients have approached charitable giving and the strategies that have worked best for them.
• The Technical Side: A breakdown of popular funds and structures to implement charitable giving, including donor-advised funds and charitable trusts.
• Planning Ahead: How to incorporate charitable giving into your retirement plan without compromising your financial security.
• Practical Tools: An introduction to the financial planning software we use to help clients visualize and achieve their charitable goals.

By the end of this episode, you’ll have a clear understanding of the many options available for charitable giving, along with practical advice on how to start making a difference today.

Tune in now to learn how you can live greater by giving greater, and making your retirement years not just about financial freedom, but about leaving a legacy that matters.