DiscoverThe Abundance MindsetTax Efficient Generosity
Tax Efficient Generosity

Tax Efficient Generosity

Update: 2024-12-19
Share

Description

Generosity to qualified charities is an inherently tax advantaged activity in our current tax code, but not every generous action is equally tax efficient. In this episode, we talk about Donor Advised Funds and how they can be leveraged to make your generosity agenda even more tax effective.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


Hosted on Acast. See acast.com/privacy for more information.

Comments 
loading
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Tax Efficient Generosity

Tax Efficient Generosity