EPISODE RESOURCES

How To Donate Appreciated Stock

Donor Advised Funds 101

Maximize Your Charitable Contributions: Tax Benefits and Strategies

In this episode, we focus on unique ways to align charitable contributions with tax and investment strategies. Topics discussed include 'bunching' charitable contributions, donating appreciated assets like stocks to avoid capital gains tax, and using donor-advised funds to maximize charitable donations while benefiting from tax deductions. 

00:00 Introduction and Feedback from Last Week
01:25 Charitable Giving and Tax Benefits
02:26 Bunching Charitable Contributions
05:04 Donating Appreciated Property
10:18 Rebalancing Strategy and Charitable Contributions
12:18 Understanding Donor-Advised Funds
14:47 Conclusion and Upcoming Episodes

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