Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 15 out of 100 top ETF Power Users by RIA channel (2023), was [...]

Alan Clopine

Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 [...]

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

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