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 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 [...]

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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