Episode 142 – Are You Missing Tax Benefits From Your Charitable Giving?
November 10, 2026
What if charitable giving wasn’t just about how much you give, but how intentionally you give? As year-end approaches, charitable donations can become an important part of both your financial planning and the causes you care about.
From donating appreciated stock to donor-advised funds and qualified charitable distributions, Jeremiah and Laura explore different ways to approach charitable giving. They also discuss how changing tax rules, income fluctuations, and retirement planning can influence when and how you choose to give.
Whether you’re supporting local organizations, involving your children in giving, or considering year-end donations, the goal is to create a thoughtful giving strategy that reflects your values and fits your financial picture.
Key Topics:
- How to create a charitable giving plan based on your priorities and budget
- Why involving your children can help build a habit of generosity
- Tax considerations for donating appreciated stock and bunching charitable contributions
- How donor-advised funds and qualified charitable distributions work
- What the 2026 charitable giving tax rule changes could mean for your planning
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Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
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