Charitable Giving: Tax-Efficient Strategies Explained!

In this episode, we review the best practices for tax-efficient charitable giving. From donor-advised funds to qualified charitable distributions, learn how to make your charitable contributions more impactful while minimizing tax liabilities.

Whether you’re planning your estate or looking to give during your lifetime, we’ll cover the strategies that can make a big difference. Plus, find out the mistakes to avoid and how to make your giving as efficient and fulfilling as possible!

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.