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Generosity grows when it’s planned with intention. In this episode, Kristi Ackley and CPA Kyle Wesely reveal how strategic tax and financial planning can transform charitable giving into a powerful tool for both donors and the causes they support.
You’ll discover:
Practical tax-wise strategies that maximize donor impact
How to align giving with personal values and long-term goals
Ways to strengthen donor relationships through thoughtful planning
🎧 Listen now to learn how smart financial planning can unlock generosity that lasts.
Key Topics/Themes: Charitable tax planning, maximizing donor impact, aligning giving with values, donor relationships
By Leave a Legacy MN5
55 ratings
Generosity grows when it’s planned with intention. In this episode, Kristi Ackley and CPA Kyle Wesely reveal how strategic tax and financial planning can transform charitable giving into a powerful tool for both donors and the causes they support.
You’ll discover:
Practical tax-wise strategies that maximize donor impact
How to align giving with personal values and long-term goals
Ways to strengthen donor relationships through thoughtful planning
🎧 Listen now to learn how smart financial planning can unlock generosity that lasts.
Key Topics/Themes: Charitable tax planning, maximizing donor impact, aligning giving with values, donor relationships