New Money New Problems Podcast
Negotiating compensation. Purchasing your first investment property. Helping your family with money. The highs and lows of entrepreneurship. New money leads to new problems that require new solutions. The NEW MONEY NEW PROBLEMS PODCAST tackles the financial topics our listeners are navigating for the first time, providing the expertise, interviews and resources for them to do so successfully.
New Money New Problems Podcast
Lowering Your Taxes Through Charitable Giving
•
NewMoneyNewProblems.com | New Money Solutions for New Money Problems
•
Episode 154
EPISODE RESOURCES
How To Donate Appreciated Stock
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