Charitable Giving Strategies

Give with purpose, give efficiently.
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Guided Path 7-5 Charitable Giving Meets Exit Planning

Podcast
In this episode, Zacc Call and Laura Hadley discuss tax-efficient charitable giving strategies for business owners planning to exit their businesses.
by 
The Financial Call
Charitable Giving Strategies

Guided Path 7-4 Donor-Advised Funds

Podcast
In this episode, Zacc Call and Laura Hadley discuss DAFs, their benefits, growth, and associated sponsors and fees.
by 
The Financial Call
Charitable Giving Strategies

Guided Path 7-3 Qualified Charitable Distributions

Podcast
In this episode, Zacc Call and Laura Hadley discuss the benefits of Qualified Charitable Distributions (QCDs) for individuals aged 70.5 or older.
by 
The Financial Call
Charitable Giving Strategies

Guided Path 7-2 Timing Your Donations

Podcast
In this episode, Zacc Call and Laura Hadley discuss the tax benefits of charitable giving, focusing on the strategy of "bunching" or "doubling up" donations.
by 
The Financial Call
Charitable Giving Strategies

Guided Path 7-1 Donating Cash vs. Stocks

Podcast
In this episode, Zacc Call and Laura Hadley discuss the benefits of donating cash versus stocks, and the potential tax advantages associated with each option.
by 
The Financial Call
Charitable Giving Strategies

Giving Smarter: Qualified Charitable Distributions

Article
Any regular charitable donor over 70½ should be taking a hard look at a QCD.
by 
Zacc Call
Charitable Giving Strategies

Giving Smarter: The Complex Asset Donation

Article
There have only been a few days in my career that I can say I have saved someone between $100,000 and $1 million in taxes in just one day.
by 
Zacc Call
Charitable Giving Strategies

Giving Smarter: The Donor Advised Fund

Article
The common mistake is to donate assuming you will automatically get the best tax benefit for your donations.
by 
Zacc Call
Charitable Giving Strategies

DAFs – The Packing Cubes of Charitable Giving

Podcast
I am giving you the packing cubes of charitable giving today to celebrate episode 50.
by 
Zacc Call
Charitable Giving Strategies

Giving Smarter – Complex Asset Donations

Podcast
Teaching you about the benefits of using a Complex Asset Donation Fund, in a very non-complex way!
by 
Zacc Call
Charitable Giving Strategies

Giving Smarter – Donor Advised Funds

Podcast
The most common mistake in donating, is assuming that you will automatically get the best tax benefit.
by 
Zacc Call
Charitable Giving Strategies

Recover Your Charitable Deduction – QCDs with Hal Rosen, CPA

Podcast
In an interview with Hal Rosen, CPA, we cover Qualified Charitable Distributions (QCDs) as a method for recovering the tax benefit for charitable donations.
by 
Zacc Call
Charitable Giving Strategies
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All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2024  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.