Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack:Strategies for effective charitable givingTax deductions for retirees and business ownersDonor-advised funds and philanthropy tipsCommon mistakes to avoid when givingIRS rules and documentation best practicesKey Links & Resources:Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtubeSubscribe for weekly tips on retirement, taxes, and financial planning.CD Financial helps federal employees, retirees, and business owners create sustainable, tax-smart retirement income. For more, visit our website or follow us on socialSocials:Instagram: https://instagram.com/cdfinancial.llc/Facebook: https://facebook.com/cdfinancialLinkedIn: https://linkedin.com/company/cd-financial👋 WHO AM I?CD Financial helps federal employees and near-retirees create sustainable, tax-smart retirement income. Expect weekly strategies on 401K, FERS, TSP, Social Security timing, tax planning, and health-meets-wealth habits—clear, practical, compliant.⏱ TIMESTAMPS0:00 Intro – Why smart giving matters for retirement & business1:45 Understanding the standard deduction shift & itemizing challenges4:30 Strategy #1 – Donor-Advised Funds (DAFs) explained7:15 Strategy #2 – Donating appreciated assets to avoid capital gains 10:00 Strategy #3 – Qualified Charitable Distributions (QCDs) for retirees 70½12:50 Strategy #4 – Charitable Remainder Trusts (CRTs) for business owners 15:20 Strategy #5 – Bunching contributions and timing gifts for maximum impact18:05 How to align your giving strategy with your business and personal legacy20:30 Next steps & how to leverage this for compliant content and growthAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

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