In this episode, Zacc Call and Laura Hadley discuss the tax benefits of charitable giving, focusing on the strategy of "bunching" or "doubling up" donations. They explain the impact of the standard deduction on tax benefits and how timing donations can optimize tax savings. 

 

They also introduce the concept of a donor-advised fund (DAF) as a tool for controlling the timing of your donations and itemized deductions. They emphasize that the cause, not the tax benefit, should be the primary motivation for your giving–no matter where it’s going. 

 

Zacc and Laura discuss:

 

• The concept of standard deduction and how it affects your tax benefits

• The strategy of “bunching” and “doubling up” your charitable giving

• The role of donor advised funds (DAFs) 

• How to better manage cash flow when you’re prepaying donations

• And more

 

Resources:

 

• Guided Path 7-1 Charitable Giving: Donating Cash vs. Stocks 

Connect With Capita Financial Network:

 

• [email protected]

• [email protected]

• (801) 566-5058

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

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