Lowering Your Taxes Through Charitable Giving

EPISODE RESOURCES How To Donate Appreciated Stock Donor Advised Funds 101 Maximize Your Charitable Contributions: Tax Benefits and Strategies In this episode, we focus on unique ways to align charitable contributions with tax and investment strategies. Topics discussed include "bunching" charitable contributions, donating appreciated assets like stocks to avoid capital gains tax, and using donor-advised funds to maximize charitable donations while benefiting from tax deductions.  00:00 Introduction and Feedback from Last Week 01:25 Charitable Giving and Tax Benefits 02:26 Bunching Charitable Contributions 05:04 Donating Appreciated Property 10:18 Rebalancing Strategy and Charitable Contributions 12:18 Understanding Donor-Advised Funds 14:47 Conclusion and Upcoming Episodes Support the show