Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks

Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California. Signs of trusted charities Charity rating services Leverage what you give Donor-advised funds Giving appreciated stocks Matching campaigns Legacy and estate gifts Lessons from giving Documents referred to in this podcast in downloadable PDF Income Tax Charitable Deduction Qualified Charitable Distributions (QCD)