How to Incorporate Charitable Giving into Your Financial Plan (Ep. 126)
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Are you maximizing the tax benefits of your charitable donations?
In this episode of Wealth Is In The Details, Peter Raskin dives into the topic of charitable giving, exploring how to frame philanthropy within your financial plan. Learn about the three types of givers and discover tax-efficient strategies such as donor-advised funds and charitable remainder trusts. Peter shares insightful case studies to illustrate how tailored charitable planning can align with both your philanthropic and financial goals. Whether you’re new to philanthropy or looking to enhance your giving strategy, this episode offers valuable tips for everyone.
Tune in to learn how strategic philanthropic contributions can enhance your giving and reduce your tax liabilities.
Peter discusses:
- The different motivations behind charitable giving—from personal satisfaction to tax benefits
- How donor-advised funds can simplify and optimize your charitable contributions
- The tax advantages of qualified charitable distributions from retirement accounts
- How to involve your family in philanthropic planning, fostering a legacy of giving
- And more!
Connect with Peter:
- Raskin Planning Group
- (617) 728-7433
- LinkedIn: Peter Raskin
- Facebook: Raskin Planning Group
- Twitter: Raskin Planning Group
- LinkedIn: Raskin Planning Group
Schedule Time with Peter
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Disclosure:
This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.