Ep. 64 Year-End Giving Strategies: Tax-Smart and Impactful Then joined by Christian LeFer from Instant Nonprofit

Send us Fan MailAs the year draws to a close, charitable giving surges — and with thoughtful planning, those gifts can become even more meaningful. In this episode of Not Just Numbers, Mike and Madison explore how to make your generosity truly count, both for the causes you care about and for your long-term financial plan. They discuss why December is such a powerful month for charitable contributions, the emotional and cultural forces behind year-end generosity, and how new tax laws taking effect in 2026 may influence how donors approach giving in the years ahead. Whether you’re giving modestly or making substantial contributions, this episode offers guidance on how to plan ahead, avoid year-end pitfalls, and ensure your generosity supports both the missions you love and your financial wellbeing. Then, Mike and Maddie sit down with Christian LeFer, founder and CEO of Instant Nonprofit, who has helped more than 5,000 people launch IRS-approved 501(c)(3) organizations. Christian shares how growing up in a nonprofit-driven family shaped his belief in “wealth with purpose,” and how his own frustrating experience trying to start a nonprofit led him to build a streamlined, done-for-you system that removes the bureaucracy and lets people focus on impact. Christian explains why a 501(c)(3) can be a powerful tool for tax strategy, legacy planning, and aligning wealth with personal values, often accessible to everyday families, not just the ultra-wealthy. He also breaks down how to know whether forming your own foundation or nonprofit is the right choice and why imperfect action is the key to creating meaningful change. If you’ve ever wondered how to turn a personal mission into a real vehicle for impact or build a legacy that lasts, this conversation offers clear guidance and inspiration. Christian also shares a free starter kit for listeners at instantnonprofit.com/podcast. Instant Nonprofit links:Instant Nonprofit Startup KitFacebook: https://www.facebook.com/InstantNonprofitLinkedIn: https://www.linkedin.com/company/instantnonprofit/posts/?feedView=all&viewAsMember=trueYouTube: https://www.youtube.com/@InstantNonprofitUSAConnect with Christian LeFer on LinkedIn: https://www.linkedin.com/in/christianlefer/