Charitable Giving | Simplify Your Retirement

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If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage of the smartest way to do so.

Enter: donor advised funds.

In this episode, Stephen Stricklin is joined by clients Larry and John, who each run a donor advised fund. They discuss how these funds work, and the primary advantages to giving through a donor advised fund. Larry and John share a few details about their own donor advised funds, why they were started and why they like to give.

Stephen, Larry, and John discuss:

What a donor advised fund is
Three primary advantages to using a donor advised fund
Their thoughts about what it means to be free to give
And more

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This season we want to bring on our clients and share some of their stories of giving.

In this episode, Stephen Stricklin is joined by his client Bob. Bob and his wife Charlene are one of Wise Wealth’s clients involved in charitable giving. Stephen provides an overview of how qualified charitable distributions (QCDs) and required minimum distributions (RMDs) work in relation to charitable giving. Bob shares some of his personal stories about giving and how QCDs & RMDs tie into the overall conversation.

Stephen & Bob discuss:

Individual retirement accounts (IRAs), qualified charitable distributions (QCDs), and required minimum distributions (RMDs) and how they work
Bob shares his experiences dealing with IRAs, QCDs, RMDs and charitable giving
Why Bob and his wife Charlene take advantage of qualified charitable distributions
And more

Resources:

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Simplify Your Retirement

Tag Archives: Charitable Giving

S3: Episode 5 – What It Means to Give Through A Donor Advised Fund

S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions