Every December, folks start talking about charitable contributions.

The holidays have people feeling generous; parents want to teach kids about the importance of giving to those less fortunate; and charities are out there asking for year-end donations.

In my world as a wealth advisor, those year-end donations tend to be the key focus. People want the potential tax benefits that come with giving before December 31. But is that really the best way to give…?

When it comes to charitable giving, most of us want our dollars to have the biggest impact possible—personally and for the charity. So how can we achieve that? And is it even the right question to be asking?

In this month’s podcast, Mariah Brook, Director of Gift Planning at the Saint Paul & Minnesota Foundation (a nonprofit that works with MANY local charities) get into all of it—how to make the biggest impact, what charities really need, and whether giving in December is the best approach.

Learn more about Mariah: https://spmcf.org/team/mariah-brook and the Saint Paul & Minnesota foundation: https://spmcf.org/ 

And if you’re interested in building charity into a purpose-driven financial plan, you can learn more about the work I do at https://morganranstrom.com/ and https://trailheadplanners.com 

Keep up with the latest via social media:

LinkedIn, Instagram, YouTube, Facebook, and X.

Thank you for listening!

Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:

LinkedIn, Instagram, YouTube, Facebook, and X.