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Smart & Efficient Strategies You Need To Know Before Your Next Charitable Contribution - Episode 206
Your Life Your Wealth
English - October 18, 2019 19:59 - 28 minutes - 39.1 MB - ★★★★★ - 27 ratingsInvesting Business News finances financialplanning investing currentevents lifestyle news politics retirement stockmarket wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
For most of us, as we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year. CFN’s John Walker is joined by Dien Yuen, Assistant Professor of Philanthropy at the American College of Financial Services, an expert on charitable giving for families and charitable institutions. They discuss ways you can help others through donations designed to efficiently fit into your financial and tax planning strategies for the year. These include the benefits of appreciated stock donations, donation bunching, required minimum distribution donations, donor advised chartable funds and more.
Program Length: 28 minutes