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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

Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.” 

About the Hosts

Joe Anderson

President

CFP®, AIF®

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...

Alan Clopine

CEO & CFO

CPA, AIF®

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently shares the CEO role with Michael Fenison, the original founder of the company. Alan is primarily responsible for the day-to-day activities of...