ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

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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