How to Give with Purpose

Giving Tuesday (Dec 2, 2025) and year-end donations are right around the corner. But before you hit that “donate” button, let’s talk about how to give with both your heart and your head, because generosity feels even better when it’s part of a plan. Dennis breaks down the “why, when, how much, and what” of charitable giving and how to make your generosity meaningful, strategic, and tax-efficient.

Here’s some of what we discuss in this episode:

 💖 Know Your Why: aligning your giving with what matters most

📅 Timing Matters: planning donations for impact and tax benefit

💸 How Much to Give: budgeting generosity with financial wisdom

💡 Creative Strategies: RMD gifts, appreciated stock, and tax-efficient giving

🧾 Pro-Level Help: partnering with CPAs for smarter charitable planning

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