📥 Grab Your Free Charitable Giving Planning Resources:
Charitable giving can be simple, but the tax and planning decisions behind it often are not.
Get four practical resources to help you make more informed giving decisions:
A QCD guide, a donor-advised fund guide, a breakdown of which assets may be best to give, and an overview of the charitable-giving vehicles available when your planning gets more complex.
→ Download All 4 Resources Here
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🎙️ Episode Description:
Earlier this year, the U.S. Tax Court threw out a $665,000 charitable deduction.
The donors had an appraisal, the required IRS form, and a signed letter documenting the donation.
And yet the court denied the entire deduction... because of ONE missing sentence.
And that same requirement can apply when you write a check to your church, give from your IRA, or buy tickets to a charity gala.
In this episode, I walk through what went wrong and what it can teach the rest of us.
Here's what you'll learn:
→ Why a canceled check alone may not be enough to back up your deduction
→ How QCDs, appreciated stock, and new 2026 rules can change the tax outcome of the same donation
→ The 4 questions I'd ask before making your next charitable gift
The charity gets your gift either way. The question is whether you get the tax benefit, too.
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📆 Book a Call With Our Team:
Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments.
See how they fit together in one coordinated strategy built around your numbers.
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Episode Resources:
→ Grab the Episode Show Notes
→ Get Your FREE Tax-Smart Retirement Toolkit
→ Learn About the Total Retirement System™
