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Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks

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Manage episode 520302937 series 3362057
Content provided by Victor Kubik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Victor Kubik 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.

Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California.

  • Signs of trusted charities
  • Charity rating services
  • Leverage what you give
  • Donor-advised funds
  • Giving appreciated stocks
  • Matching campaigns
  • Legacy and estate gifts
  • Lessons from giving

Documents referred to in this podcast in downloadable PDF

Income Tax Charitable Deduction

Qualified Charitable Distributions (QCD)

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 520302937 series 3362057
Content provided by Victor Kubik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Victor Kubik 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.

Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California.

  • Signs of trusted charities
  • Charity rating services
  • Leverage what you give
  • Donor-advised funds
  • Giving appreciated stocks
  • Matching campaigns
  • Legacy and estate gifts
  • Lessons from giving

Documents referred to in this podcast in downloadable PDF

Income Tax Charitable Deduction

Qualified Charitable Distributions (QCD)

  continue reading

100 episodes

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