EPISODE · Sep 26, 2025 · 16 MIN
Lowering Your Taxes Through Charitable Giving
from New Money New Problems Podcast · host NewMoneyNewProblems.com | New Money Solutions for New Money Problems
EPISODE RESOURCESHow To Donate Appreciated StockDonor Advised Funds 101Maximize Your Charitable Contributions: Tax Benefits and StrategiesIn this episode, we focus on unique ways to align charitable contributions with tax and investment strategies. Topics discussed include 'bunching' charitable contributions, donating appreciated assets like stocks to avoid capital gains tax, and using donor-advised funds to maximize charitable donations while benefiting from tax deductions. 00:00 Introduction and Feedback from Last Week01:25 Charitable Giving and Tax Benefits02:26 Bunching Charitable Contributions05:04 Donating Appreciated Property10:18 Rebalancing Strategy and Charitable Contributions12:18 Understanding Donor-Advised Funds14:47 Conclusion and Upcoming EpisodesSupport the show
What this episode covers
EPISODE RESOURCES How To Donate Appreciated Stock Donor Advised Funds 101 Maximize Your Charitable Contributions: Tax Benefits and Strategies In this episode, we focus on unique ways to align charitable contributions with tax and investment strategies. Topics discussed include 'bunching' charitable contributions, donating appreciated assets like stocks to avoid capital gains tax, and using donor-advised funds to maximize charitable donations while benefiting from tax deductions. 00:...
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Lowering Your Taxes Through Charitable Giving
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