Скачать или смотреть Tax Planning with Charitable Donations — How Giving Can Lower Your Taxes

In this video, we walked through a detailed case study showing how charitable giving can be more than generosity — it can be a powerful tax-planning tool.

You’ll learn:
💡 When charitable donations actually reduce your taxes
💡 How income levels affect the size of your deduction
💡 The difference between cash donations and asset donations
💡 Why the timing of your giving (high-income years, itemized years) matters
💡 How donating appreciated assets can help you avoid capital gains

Using a sample household profile — a couple with two kids, a home, and $2.2M in assets — Simone shows:

How a $50,000 donation can cut taxes by up to $21,000 in a high-income year

How donating in a lower-income year may offer little benefit — or even increase taxes later

How donating stock or appreciated assets spreads tax savings over future withdrawals

📊 This step-by-step walkthrough shows how charitable donations flow through a full financial projection, including income, expenses, assets, and long-term taxes.

Key Takeaways:
✅ Make donations in years when your income — or itemized deductions — are high.
✅ Consider donating appreciated assets to save on capital gains.
✅ Always check how donations affect your long-term plan, not just this year’s taxes.

About Nauma
Nauma helps families get clarity about their finances — projecting income, expenses, investments, and taxes to make smarter financial decisions.
👉 Try it yourself: https://nauma.ai?utm_source=youtube

#TaxPlanning #CharitableDonations #TaxDeduction #PersonalFinance #WealthPlanning