Erin Kathleen Jones - Salvation Army

Erin Kathleen Jones is a Certified Specialist in Planned Giving (CSPG) and a Certified Fund Raising Executive (CFRE). She is currently the Director of Planned Giving and Major Gifts for The University of San Diego. She has also been the Director of Gift Planning for the Salvation Army since 2017. The Salvation Army has one [...]


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

Alan Clopine is the CEO & CFO of Pure Financial Advisors. As CEO he currently leads Pure Financial Advisors along with our executive team. As CFO he is responsible for the financial operations of the company. Alan joined the firm about one year after it was established. At that time the company had less than [...]

Americans give billions of dollars to charitable organizations, but most people do not get the maximum benefit from their generous giving. Financial experts Joe Anderson and Alan Clopine reveal strategies so you can give to your favorite charities while getting the best bottom line benefits for your tax bill.

Important Points:

(1:10) – Financial Focus: Strategies for Creating Charitable Tax Deductions

(3:20) – Types of Charitable Donations

(4:45) – To Receive a Tax Benefit for a Cash Charitable Donation

(6:30) – To Receive a Tax Benefit for a Non-Cash Charitable Donation

(7:20) – Appreciated Stock: Benefit of Gifting Appreciated Stock Directly to Charity

(8:40) – True or False? If you give more charitable donations than you are allowed to deduct, you can carry them forward to future years.

(9:55) – Donor Advised Funds

(10:50) – Interview with Erin Jones, Director of Gift Planning at The Salvation Army

(13:00) – What is Gift Planning?

(17:50) – True or False? If you provide volunteer legal or accounting services to a charity, you can deduct your normal billing rate as a charitable deduction.

(19:15) – Email Question #1: I want to give my inheritance of $525,000 to the American Red Cross. How much will I be able to deduct from my taxes either this year or over time? I make $320,000 a year.

(20:55) – Email Question #2: I want to sell a property that has appreciated nicely over the past decade but it doesn’t produce income. I want to buy another income-producing property. Is there a way I can avoid or minimize my capital gains taxes?

(22:55) – Email Question #3: I want to roll the income from my charitable remainder trust back into the designated charity. Can I stop taking the payments and use what the payment amount would have been as a tax deduction?

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