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Making the most of your giving

Cash GiftCharitable giving comes from the heart, but wise investors also use their heads to try to optimize their arrangements.

In a previously recorded Money Talk Podcast, Bob Landaas leads a discussion with Brian Kilb, Kyle Tetting and Art Rothschild about wise ways to be charitable and make the most of opportunities to benefit worthy causes.

“Before you just write out a check to a charity, think through the process,” Bob says. “In many, many cases, you can have the enjoyment of helping the charitable cause and saving a couple of dollars in taxes.”

The discussion includes advice on gifting appreciated securities, qualified charitable distributions, donor-advised funds and the strategy of bunching donations for every other year.

“Be aware of other ways to give,” Bob says. “Know that there are plenty of other opportunities.”

Art agrees: “You have to plan your giving. Just don’t give. Think about it. Call us. We might be able to help.”

Click here for the special Money Talk Podcast on charitable giving.

Learn more
Bigger bang from charitable contributions, a Money Talk Video with Art Rothschild
Bigger bang for the charitable buck, by Chris Evers
Expressing gratitude, a Money Talk Video with Bob Landaas
IRS Publication 526, Charitable Contributions
Charitable Contributions, IRS Tax Topic
An IRS FAQ on qualified charitable distributions from IRAs

ONLINE GUIDES FOR SCRUTINIZING CHARITIES:

(initially posted November 27, 2019)

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