A Simple Guide to Smarter Giving
An episode of the Real Personal Finance podcast, hosted by Scott Frank, titled "A Simple Guide to Smarter Giving" was published on November 27, 2025 and runs 19 minutes.
November 27, 2025 ·19m · Real Personal Finance
Summary
The holidays have a way of bringing money and meaning into the same conversation. In this episode of Real Personal Finance, Scott and Nick lean right into that. Between family gifting, charitable giving, donor-advised funds, and changes to deduction rules, this episode walks you through the most practical ways to support the people and causes you care about. It’s a great moment to pause, think about what matters, and check in on how generosity fits into your financial life. Key Takeaways &nbs...
Episode Description
The holidays have a way of bringing money and meaning into the same conversation. In this episode of Real Personal Finance, Scott and Nick lean right into that. Between family gifting, charitable giving, donor-advised funds, and changes to deduction rules, this episode walks you through the most practical ways to support the people and causes you care about. It’s a great moment to pause, think about what matters, and check in on how generosity fits into your financial life.
Key Takeaways
• How gift tax exclusion limits really work when supporting family and loved ones
• The benefits of donating appreciated stock instead of cash
• Why donor-advised funds and QCDs can make year-end giving more impactful
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