Episode 184: Tax-Smart Giving: Unlocking the Power of Charitable Planning and Non-Cash Assets Podcast Por capa

Episode 184: Tax-Smart Giving: Unlocking the Power of Charitable Planning and Non-Cash Assets

Episode 184: Tax-Smart Giving: Unlocking the Power of Charitable Planning and Non-Cash Assets

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 With a record-breaking $124 trillion in wealth projected to transfer over the next few decades, charitable giving is poised to play a pivotal role in financial planning. As donors increasingly seek tax-smart solutions to maximize their impact, strategies like donor-advised funds (DAFs) and gifting non-cash assets are transforming how philanthropy integrates with financial planning. For financial advisors, understanding these tools isn’t just beneficial - it’s essential for deepening client relationships and growing their practice. This podcast provides a comprehensive guide to incorporating charitable planning into your advisory offering. Featuring insights from Courtney Tsai at DAFgiving360™, you’ll gain a practical understanding of how donor-advised funds and non-cash asset contributions can unlock significant tax benefits for your clients while amplifying their philanthropic impact. By listening to this episode, you will: • Learn the fundamentals of donor-advised funds and their tax- smart benefits. • Discover the advantages of incorporating charitable planning into your financial advisory services. • Understand the value and considerations of donating non-cash assets, such as real estate, private business interests, and cryptocurrency. • Explore resources and tools available for navigating DAFs and complex asset contributions. • Gain actionable tips to guide clients in maximizing their philanthropic impact Don’t miss this opportunity to elevate your advisory practice and empower your clients to make meaningful, tax-efficient contributions to the causes they care about. Tune in now to unlock the potential of tax-smart giving with donor-advised funds and non-cash asset strategies!

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