What if you could give more to charity and pay less in taxes? In this episode, host Chris invites Wealth Advisor Austin Overholt to explore how strategies like donor-advised funds and qualified charitable distributions can help you give more intentionally while potentially reducing taxes. From donating appreciated stock to planning around high-income years, they highlight how thoughtful giving can align with retirement, estate planning, and long-term legacy goals. 

Tune in if you're interested in…

• Tax-efficient ways to give, including donor-advised funds and QCDs
• When to use different strategies based on age, income, and account types
• How to maximize deductions in high-income years
• The benefits of “bunching” donations for greater tax impact
• Using charitable giving to create a lasting family legacy