Episode 8 – Planned Giving

March 5, 2024

On this episode of Building Wealthy Habits Jeremiah, and Laura discuss their snow sports experiences and explore tax-advantaged strategies for intentional charitable planning and maximizing deductions through donations of appreciated assets and donor advised funds.

In this episode of Building Wealthy Habits, Jeremiah, and Laura explore various tax-advantaged strategies for charitable giving. They explain how donating appreciated stock or using a donor advised fund can provide deductions. Laura provides an example of how bunching donations can maximize deductions over multiple years. Jeremiah emphasizes the importance of being intentional with charitable planning. The episode concludes with the hosts encouraging listeners to consider philanthropic goals and ways to optimize their giving.

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This week on Building Wealthy Habits:

  • Financial advice and snow sports experiences. (0:01)
  • Tax planning and charitable giving. (1:12)
  • Charitable donations and tax benefits. (5:04)
  • Charitable donations and tax strategies. (11:37)
  • Charitable giving strategies for business owners. (15:38)
  • Charitable giving strategies and donor-advised funds. (21:11)

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: Laura@tricordadvisors.com

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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