Скачать или смотреть Webinar: Charitable Giving Strategies That May Help You Give More Efficiently

We recently hosted a webinar with Jay Rausch and Brian Hartmann focused on charitable giving strategies and how thoughtful planning can help maximize the impact of your generosity.

Charitable giving plays a meaningful role for many families—not only in supporting important causes, but also in creating a legacy and bringing families together. During the webinar, we covered several practical strategies and reminders, including:

Key Takeaways from the Webinar

Why charitable giving remains a significant part of financial planning in the U.S.

How giving efficiently can help ensure more of your dollars go directly to the causes you care about.

An overview of Qualified Charitable Distributions (QCDs), including:

Available for individuals age 70½ and older

Allows gifts directly from an IRA without increasing adjusted gross income (AGI)

Current annual limit of $108,000

Important best practices and timing considerations

A closer look at Donor-Advised Funds (DAFs) and when they may be most effective, especially during high-income years such as bonuses or business sales.

Key differences between QCDs and DAFs, and how each can be used strategically.

Recent tax updates related to charitable giving, including reminders around above-the-line vs. below-the-line deductions.

Why families often consider philanthropy as part of their broader financial and legacy planning.

As always, we recommend consulting with your financial planner to determine which strategies may align best with your personal goals.

Please feel free to reach out if you have any questions or would like to discuss charitable planning in more detail.