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Charitable Giving in Retirement: How to Give and Save on Taxes

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Manage episode 519207349 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

Giving Tuesday (Dec 2, 2025) and year-end donations are just around the corner. But before you hit that “donate” button, let’s talk about how to give with both your heart and your head. Today, Phil shares how to make generosity part of a smart financial plan, because generosity feels even better when it’s part of a bigger plan. Give with purpose, plan with wisdom, and let your generosity ripple far beyond this season.

Here’s some of what we discuss in this episode:

❤️ Purposeful Giving: How to give with intention and align your generosity with your values

💸 Maximize Tax Benefits: Timing and strategy to make your gifts go further

🏦 Donor-Advised Funds: A powerful tool for flexible, long-term giving

📜 QCDs Explained: Using Qualified Charitable Distributions for tax-smart generosity

📆 Timing Is Everything: How to bunch deductions and plan donations efficiently

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://bit.ly/3WdDG96

  continue reading

299 episodes

Artwork
iconShare
 
Manage episode 519207349 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

Giving Tuesday (Dec 2, 2025) and year-end donations are just around the corner. But before you hit that “donate” button, let’s talk about how to give with both your heart and your head. Today, Phil shares how to make generosity part of a smart financial plan, because generosity feels even better when it’s part of a bigger plan. Give with purpose, plan with wisdom, and let your generosity ripple far beyond this season.

Here’s some of what we discuss in this episode:

❤️ Purposeful Giving: How to give with intention and align your generosity with your values

💸 Maximize Tax Benefits: Timing and strategy to make your gifts go further

🏦 Donor-Advised Funds: A powerful tool for flexible, long-term giving

📜 QCDs Explained: Using Qualified Charitable Distributions for tax-smart generosity

📆 Timing Is Everything: How to bunch deductions and plan donations efficiently

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://bit.ly/3WdDG96

  continue reading

299 episodes

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