What Your Advisor Should Tell You About Charitable Giving

Episode 26 of The Financial Advisor Podcast explores a topic many advisors skip: charitable giving strategies. Lucas breaks down a real case of a client who donated appreciated stock instead of cash, saving thousands in capital gains tax. He explains donor-advised funds, qualified charitable distributions from IRAs, and how bunching donations works under the standard deduction. Luna questions why advisors often avoid the conversation and pushes for concrete numbers. The hosts walk through the math of donating $50,000 in Apple stock vs. cash, showing a $7,500 tax saving. They also discuss how to vet charities using Charity Navigator and GiveWell. This episode drills into one specific angle: how to give more efficiently without losing tax benefits, and why your advisor should be proactive about this planning opportunity. #CharitableGiving #DonorAdvisedFund #QCD #QualifiedCharitableDistribution #TaxEfficientGiving #BunchedDonations #StandardDeduction #CharityNavigator #GiveWell #AppreciatedStock #CapitalGains #TaxPlanning #WealthManagement #FinancialAdvisor #Finance #FexingoBusiness #BusinessPodcast #TheFinancialAdvisorPodcast Keep every episode free: buymeacoffee.com/fexingo