In this episode, I go through the three tax-efficient strategies for maximizing the value of your charitable giving.
Key Timestamps:
00:00 – Intro
01:25 – Standard deduction explained
04:40 – Strategy 1: Bunching
05:46 – Strategy 2: Donor-Advised Funds
07:04 – Strategy 3: QCDs
08:41 – Recap & final thoughts
Resources Mentioned:
Episode 37 on Donor Advised Funds (DAFs)
More of Baskin Financial Planning:
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Questions or comments, drop me a note at: erik@baskinfp.com