با برنامه Player FM !
Ep 25 - Advanced Charitable Giving Strategies for Your Portfolio (PART 2)
Manage episode 430496028 series 1471652
Are you leveraging advanced strategies to maximize your charitable donations? In part two of this series, Josh delves deeper into sophisticated charitable giving techniques that can enhance your philanthropic impact while providing significant tax benefits. Building on the foundations laid in part one, this episode explores advanced methods such as Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and charitable trusts.
Josh breaks down how these strategies support your favorite causes while offering tax advantages. He shares advice on setting budget-friendly charitable goals and managing contributions efficiently. The episode also highlights the benefits of donating appreciated assets like stocks or property to boost tax efficiency.
Plus, in "Extra Points," Josh welcomes callers, like Terrence Yang from Swan Bitcoin, to discuss the nuances of donating cryptocurrency, particularly Bitcoin, and the financial advantages of integrating such assets into your charitable activities.
Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
137 قسمت
Manage episode 430496028 series 1471652
Are you leveraging advanced strategies to maximize your charitable donations? In part two of this series, Josh delves deeper into sophisticated charitable giving techniques that can enhance your philanthropic impact while providing significant tax benefits. Building on the foundations laid in part one, this episode explores advanced methods such as Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and charitable trusts.
Josh breaks down how these strategies support your favorite causes while offering tax advantages. He shares advice on setting budget-friendly charitable goals and managing contributions efficiently. The episode also highlights the benefits of donating appreciated assets like stocks or property to boost tax efficiency.
Plus, in "Extra Points," Josh welcomes callers, like Terrence Yang from Swan Bitcoin, to discuss the nuances of donating cryptocurrency, particularly Bitcoin, and the financial advantages of integrating such assets into your charitable activities.
Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
137 قسمت
Alle afleveringen
×به Player FM خوش آمدید!
Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.