Charitable Giving Strategies That Could Save You Thousands
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Charitable Giving Strategies That Could Save You Thousands
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When it comes to charitable giving, how you donate can be just as important as how much you give.
In this episode, Mike and Linnea explore tax-efficient ways to support the causes you care about, including donating appreciated investments instead of cash. They discuss how gifting stock directly to charity can help avoid capital gains taxes, and when a Donor-Advised Fund (DAF) might make sense.
They also walk through real-world examples and explain the “donate and replace” strategy, which can help reset your investment cost basis while supporting your charitable goals.
Whether you're planning your year-end giving or looking for ways to make your charitable contributions more tax-efficient, this episode offers practical insights to help you give more strategically.
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Content is for educational purposes only and should not be considered personalized financial, tax, legal, or investment advice.