Tag: Stock Donations
The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)

The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)

By |

How can you maximize your charitable giving while minimizing your taxes?

Donor-advised funds (DAFs) might be the key.

Join Matt Nelson and Jacob LaRue as they dive into the strategic world of donor-advised funds—a tool many haven’t explored yet—to enhance your charitable contributions while skillfully managing your tax savings, aligning seamlessly with your values. 

They discuss: 

  • Donor-advised funds, a powerful vehicle to maximize both your charity impact and tax benefits
  • Practical scenarios and case studies showcasing the effectiveness of bundling contributions for greater deductions
  • Combining strategies such as utilizing low-basis stocks or integrating Roth conversions
  • The options for setting up lasting charitable legacies that continue giving beyond your lifetime
  • And more!

Connect with Matt Nelson:    

Connect with Jacob LaRue:

Connect with Perspective 6 Group:       

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)

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

By |

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 maximizing the benefits of donations.

They discuss: 

  • The importance of prioritizing your values over tax savings when engaging in charitable giving
  • An overview of tax considerations and limitations on charitable contributions
  • Strategies for donating low-basis stock and how it can be more beneficial than cash donations
  • The benefits of Qualified Charitable Distributions (QCDs) for retirees, especially those with required minimum distributions (RMDs)
  • And more!

Connect with Matt Nelson:    

Connect with Jacob LaRue:

Connect with Perspective 6 Group:       

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More