It’s a brand new season with brand new topics! It’s time to unravel the intricacies of charitable giving.

 

In this episode, Zacc Call and Laura Hadley discuss the benefits of donating cash versus stocks, and the potential tax advantages associated with each option. 

 

They also explore potential tax implications and limitations based on your income level and the type of charity you give to. 

 

Join the conversation as Zacc and Laura discuss:

• Why donating stocks as your form of charitable giving is extremely “tax savvy”

• The varying processes for donating stocks versus cash to a charity

• “The Happiness Factor” and how it contributes to charitable giving

• And more

 

Resources:

• Guided Path: Seasons 1 - 6 

 

Connect with Capita Financial Network:

• [email protected]

• [email protected]

• (801) 566-5058

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

• LinkedIn: Capita Financial Network

• Facebook: Capita Financial Network