Are you interested in maximizing the impact of your charitable contributions? In this virtual event we seek to guide charitable family stewards through the nuances of effective giving. Discover how your wealth can serve a greater purpose beyond just numbers. During this session, Dave Ragan, CFP®, AIF and President of Grunden Financial Advisory, Inc., and Peter Christian, Tax Advisor at Hankins Eastup will dig into four essential topics that can help you optimize your charitable strategies:
- Non-Cash Charitable Contributions: Learn about the benefits and considerations when donating non-cash assets such as clothing, household goods, cars, boats, and RVs. We’ll guide you through how to value these items and the key things to know before making such contributions.
- Qualified Charitable Distributions (QCDs): Explore how QCDs can be a tax-efficient way to donate from your IRA. We’ll cover the perspectives of both IRA owners and beneficiaries and discuss the advantages QCDs offer in comparison to other giving methods.
- Donor Advised Funds (DAFs): Discover the flexibility of DAFs and how they can be used effectively in your charitable planning. From acceptable grants to understanding contribution limits, we’ll cover the logistics of setting up and using a DAF for maximum impact.
- Appreciated Securities: Understand the benefits of donating appreciated securities, including how to calculate the gift amount and the advantages over other types of donations. We’ll also explain the compound-giving effect, particularly when funding a DAF.
Watch the full webinar now:
Runtime: 42:47