Do you have some extra money this holiday season and want to give to charity? What if you could make that gift stretch a little further and ease your tax burden?
Financial experts Joe Anderson and Alan Clopine breakdown different strategies to help make giving to charity a little easier. From analyzing your overall needs to understanding the tax benefits, you’ll learn how to develop a charitable giving plan that’s right for you.
Important Points:
(1:03) – Charitable Giving: Who is Giving?
(1:49) – Develop a Charitable Giving Plan
(2:20) – Analyzing Your Needs
(5:19) – Bunching Charitable Deductions Strategy
(7:39) – Tax Checklist – Download Here
(9:27) – Giving Appreciated Stock
(11:01) – Qualified Charitable Distribution (QCD)
(12:17) – Donor-Advised Fund
(13:55) – Charitable Gift Annuity Strategy
(14:44) – Charitable Remainder Trust
(17:30) – Charitable Plan Elements
(18:21) – Breakdown of Charitable Giving Strategies
(21:23) – Beneficiary Designation for IRAs
(23:22) – Social Security Survivor Benefit
(24:22) – Pure Takeaway
