The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)

07/11/2024 29 min
The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)

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Episode Synopsis

Are you making the most of your contributions? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goals while optimizing tax savings.  The episode outlines the importance of prioritizing values over tax savings, covers key methods of giving, and provides strategies for …