Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving
4.4 هزار بار بازدید -
11 ماه پیش
-
The majority of people who
The majority of people who participate in some level of charitable giving in retirement aren't getting a tax deduction for any of it. While external reasons should drive charitable giving, you should absolutely look to maximize the tax effectiveness of any giving you're already doing.
In this episode, James covers how to optimize your tax benefits, detailing donor-advised funds, an often-overlooked tool for maximizing your tax benefits.
Learn about when to write off cash contributions, gift appreciated securities, and how your mortgage can play a role in the deductibility of your giving.
Questions answered:
What should you do differently with your tax strategy when making charitable donations?
When does a donor-advised fund make sense for you?
=======================
Learn the tips & strategies to get the most out of life with your money.
Get started today → https://www.rootfinancialpartners.com/
🔔 Make sure to subscribe here to be notified for future videos!
@rootfp
_ _
👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners
⏱Timestamps:⏱
0:00 Intro
1:28 Deductions
4:02 Why it matters
6:15 Donor advised fund
11:03 Important information
14:16 When does it make sense?
17:43 When does it not make sense?
23:09 Outro
Other videos we think you'll like:
About Root: Financial advisors with heart.
Worried about retirement?
Start here: Worried About Retirement..Start With ...
In this episode, James covers how to optimize your tax benefits, detailing donor-advised funds, an often-overlooked tool for maximizing your tax benefits.
Learn about when to write off cash contributions, gift appreciated securities, and how your mortgage can play a role in the deductibility of your giving.
Questions answered:
What should you do differently with your tax strategy when making charitable donations?
When does a donor-advised fund make sense for you?
=======================
Learn the tips & strategies to get the most out of life with your money.
Get started today → https://www.rootfinancialpartners.com/
🔔 Make sure to subscribe here to be notified for future videos!
@rootfp
_ _
👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners
⏱Timestamps:⏱
0:00 Intro
1:28 Deductions
4:02 Why it matters
6:15 Donor advised fund
11:03 Important information
14:16 When does it make sense?
17:43 When does it not make sense?
23:09 Outro
Other videos we think you'll like:
About Root: Financial advisors with heart.
Worried about retirement?
Start here: Worried About Retirement..Start With ...
11 ماه پیش
در تاریخ 1402/06/28 منتشر شده
است.
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