Stock Donations – MedTech Wealth Advisor

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

By MedTech Wealth Advisor | November 21, 2024

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:     

Perspective 6 Group
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The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)

By MedTech Wealth Advisor | November 7, 2024

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.