8 Ways to SAVE Money Gifting to Charities
In this interview with Mike Brooks of Safe Asset Financial, Jeff discusses 8 specific techniques around Planned Giving that can benefit the giver, their family, and charities all at the same time.
The rundown of the techniques are:
- Bequest from a Will or Trust
- Charitable Gift Annuity
- Beneficiary Designation on Donor Advised Funds
- Charitable IRA Donation
- Life Insurance Beneficiary Designation
- Gifts of Highly Appreciated Assets
- Donations to Charitable Remainder Trusts
- Testamentary IRA Charitable Remainder Trust
It is astounding how much a giver can get ahead when they run the numbers with their financial advisor, estate attorney, and accountant. So check out these techniques and see if one or more of them might be right for you, or if your favorite charity should take a closer look at their own planned giving campaigns to incorporate some of these.
#estateplanning #charity #financialplanning #taxplanning
For the YouTube video version, check it out here.
