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Ep #077: Maximizing Philanthropy and Taxes: A Strategic Guide to Donor Advised Funds

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Manage episode 407119220 series 3557963
Content provided by Tom Poltersdorf Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Poltersdorf Jr. 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.

Do you need help planning your retirement? → See How We Can Help

How ready are you to retire? → Get Your Retirement Readiness Score

Watch our Free Retirement Planning videos

Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using DAFs for impactful donations and significant tax reductions.

Learn how business owners and high-earners can leverage DAFs to optimize tax benefits during peak earning years, understand the process of donating appreciated assets like stocks, mutual funds, and ETFs for a double tax advantage, and explore the ease of setting up a DAF with leading providers like Schwab, Fidelity, or Vanguard.

Whether you're planning future donations, looking to maximize deductions, or seeking to minimize capital gains taxes, this episode is packed with insights and practical advice for enhancing your charitable giving strategy and financial planning.

Perfect for business owners, investors, and philanthropists aiming to make a difference while efficiently managing their taxes.

  continue reading

118 episodes

Artwork
iconShare
 
Manage episode 407119220 series 3557963
Content provided by Tom Poltersdorf Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Poltersdorf Jr. 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.

Do you need help planning your retirement? → See How We Can Help

How ready are you to retire? → Get Your Retirement Readiness Score

Watch our Free Retirement Planning videos

Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using DAFs for impactful donations and significant tax reductions.

Learn how business owners and high-earners can leverage DAFs to optimize tax benefits during peak earning years, understand the process of donating appreciated assets like stocks, mutual funds, and ETFs for a double tax advantage, and explore the ease of setting up a DAF with leading providers like Schwab, Fidelity, or Vanguard.

Whether you're planning future donations, looking to maximize deductions, or seeking to minimize capital gains taxes, this episode is packed with insights and practical advice for enhancing your charitable giving strategy and financial planning.

Perfect for business owners, investors, and philanthropists aiming to make a difference while efficiently managing their taxes.

  continue reading

118 episodes

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