Giving back has never been smarter. In this episode of The Hidden Money Podcast, discover how strategic charitable giving can unlock major tax breaks while fueling the causes you believe in. From advanced strategies like bunching and donor-advised funds to practical tips for avoiding IRS scrutiny, Mike and Kevin walk you step by step through everything you need to know to make every dollar count. In this episode, Mike and Kevin break down essential charitable tax strategies, including:
• Cash donation rules and documentation
• Property and stock donation deductions
• Bunching contributions to maximize deductions
• Donor-advised funds for high-income years
• Charitable trusts that give you more control
⏱️ Timestamps:
0:00 – Introduction: Giving and Tax Savings
1:00 – What Counts as Charitable Giving?
4:00 – Cash Donation Requirements
8:00 – Donating Property & Valuation Rules
14:00 – Donating Appreciated Stocks
19:00 – RMDs and Qualified Charitable Distributions
22:00 – Donor-Advised Funds Explained
24:30 – Charitable Trusts Overview
26:00 – Final Thoughts
Whether you’re a high earner or just getting started, these insights can help you keep more of what you’ve worked for and make a bigger impact.
Subscribe for weekly episodes on tax planning and financial freedom. And check out Revo Taxpayer Advocacy for tax strategy services.
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