The Kubik Report

Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks

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Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California.

  • Signs of trusted charities
  • Charity rating services
  • Leverage what you give
  • Donor-advised funds
  • Giving appreciated stocks
  • Matching campaigns
  • Legacy and estate gifts
  • Lessons from giving

    • Documents referred to in this podcast in downloadable PDF

    Income Tax Charitable Deduction

    Qualified Charitable Distributions (QCD)

    ...more
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    The Kubik ReportBy Victor Kubik
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