EPISODE · Apr 29, 2025 · 14 MIN
Smart Giving: 3 Charitable Giving Strategies That Save You Taxes and Build Your Legacy
from The New Money Podcast · host The Wealth Collaborative
In this episode, Ali, a Chartered Advisor in Philanthropy (CAP), breaks down three powerful charitable giving strategies that help founders save on taxes and build a lasting legacy.She covers:✅ How donating appreciated stock can maximize both your impact and your deductions✅ Why a Donor Advised Fund (DAF) can be a game-changer after a big income year✅ How a Charitable Remainder Trust (CRT) can turn taxable assets into lifetime income and future gifts to causes you care aboutAli shares real-life examples and explains how founders can use these tools to align their money with their mission — without leaving tax savings on the table.Want to learn how to make your giving strategy smarter this year?DM us “GIVING” to get started!
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Smart Giving: 3 Charitable Giving Strategies That Save You Taxes and Build Your Legacy
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