Optimizing Your Financial World - Episode 10 (A Charitable Planning Primer)
Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support to causes that you care about, you have the potential for tax breaks.
In the latest installment of Optimizing Your Financial World, Mark provides us with a charitable planning primer. Listen as he outlines the charitable giving strategies and vehicles to help get you started...or make your existing philanthropy even more impactful.
Since this is such an important topic that Mark weaves into regular discussions with clients, this episode is bound to leave you with some insight to consider with your own financial portfolio.
Timecodes:
0:06 - Overview on the topic of the day
2:03 - Charitable giving is a topic that Mark's clients are frequently asking about
3:33 - How wealth planning fits into the desire among the affluent to give back
5:56 - Where to begin when it comes to smart charitable planning
7:23 - The various options for someone getting started with charitable planning
9:24 - The next level of planned charitable giving
12:01 - Charitable trusts and private foundations
15:59 - Who someone should look to for support with getting this process started
19:02 - The most important aspect of charitable planning overall
21:31 - How to get in touch with Mark's team for more guidance on charitable planning
22:44 - Closing remarks
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