In this episode, Josh breaks down how to incorporate charitable giving into a comprehensive financial plan that is intentional, sustainable, and tax-efficient. If you’ve ever wondered how much you can afford to give, how to align generosity with long-term goals, or how to support the causes you care about without jeopardizing financial security, this conversation is built for you.
You will learn why charitable giving belongs in a well-structured financial plan, how to build a personal giving strategy that reflects your values, and which advanced techniques can help high-net-worth families give more while optimizing tax outcomes.
Josh covers key strategies such as donating appreciated assets, using donor-advised funds, leveraging qualified charitable distributions, and applying charitable bunching to maximize deductions. You will also see how giving fits into retirement planning, estate planning, and legacy conversations with your family.
Whether you’re focused on impact, tax efficiency, or long-term stewardship, you will walk away with a clear framework for giving generously and wisely.
Want to achieve financial freedom for personal significance? Work with us at https://www.f5fp.com
About F5 Financial Planning:
At F5 Financial Planning, we help individuals and families align their finances with what matters most so they can live lives of Freedom and Significance. We are a fee-only, fiduciary financial planning and investment management firm, meaning we don’t earn commissions or sell products — our only commitment is to our clients’ best interests. We provide comprehensive financial planning, investment management, tax-efficient strategies, and retirement planning for families, corporate executives, and entrepreneurs. Our team serves clients nationwide through virtual meetings and from offices in Illinois, Georgia and Florida.
At F5, our goal is simple: to help you gain confidence, clarity, and control over your financial future so you can focus on the people and passions that matter most.
Visit https://www.f5fp.com to learn more about our services and planning process.
*****
Advisory services are offered through F5 Financial Planning, LLC, an SEC-registered investment adviser. This content is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.
Viewing these videos does not create an advisory relationship with F5 Financial. All investments involve risk, including possible loss of principal. For guidance specific to your situation, please consult a qualified professional.