Episode 30: Charitable Giving Done Right: DAFs, IRAs, and Planning With Purpose

The guys of the Wealth on Podcast share smart charitable giving starts BEFORE you write the check.  From Donor Advised Funds to Qualified Charitable Distributions, make the most out of your generosity.

Key Topics:

Why charitable giving matters and why most Americans give inefficiently

The benefits of tax-efficient giving through donor-advised funds

How appreciated assets can be donated to maximize impact and reduce taxes

Using donor-advised funds during high-income or windfall years

Strategies for incorporating multi-generational giving and family involvement

How qualified charitable distributions work for retirees age seventy and a half and older

Why QCDs can reduce taxable income and satisfy required minimum distributions

Practical steps for choosing legitimate and aligned charities

Connect with us: 

Brian Diffily

Brian Hartmann, CFP®

Visit our website:

Granite Bridge Wealth