Tax-Efficient Charitable Giving (Ep.13)

Currently, in the United States, the rate of charitable donations has grown to nearly $500 billion a year. While corporations do their fair share of contributing, two-thirds of that total comes from individuals.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, discuss how you can make your charitable contributions as tax-efficient as possible. They discuss a number of reasons you might want to consider charitable giving and how you can benefit from making charitable donations from your retirement accounts. 

Jeff and Benjamin discuss: 

• Different charitable entities you can donate to and how they affect the strategies you can use to save on taxes
• How you can use a donor-advised fund to separate your contributions over time 
• How you can strategize selling a private business or real estate with charitable giving for a more tax-efficient process
• And more

Resources: 

• A Donor Advised Fund For All Your Charitable Needs With Dan Blake (Ep.9)
• Who Really Cares: The Surprising Truth About Compassionate Conservatism — America’s Charity Divide — Who Gives, Who Doesn’t, and Why It Matters By Arthur Brooks

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