Artwork for podcast Ditch the Suits - Your Money, Your Life
Supercharge Your Charitable Donations
Episode 12416th July 2024 • Ditch the Suits - Your Money, Your Life • Travis Maus & Steve Campbell
00:00:00 00:32:06

Share Episode

Shownotes

Want to get in touch? Send us a text!

In this episode, Steve and Travis discuss three ideas to supercharge your charitable donations and save on taxes. 

The first idea is to use a donor-advised fund (DAF) to group your charitable donations together and take a larger deduction. 


The second idea is to donate highly appreciated stocks instead of cash, which allows you to avoid capital gains taxes. 


The third idea is to make qualified charitable distributions (QCDs) from your IRA, which can offset your required minimum distributions (RMDs) and reduce your taxable income. 


These strategies can help you maximize your charitable deductions and keep more money in your pocket. #taxes #charitabledonations #taxplanning

________________________________________________________________


Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.


Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia


📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia


______________________________________________________________


About Your Co-Hosts:


Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.


Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.


Links

Chapters

Video

More from YouTube