DiscoverThe Kubik ReportYear-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks
Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks

Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks

Update: 2025-11-20
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Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California.



  • Signs of trusted charities

  • Charity rating services

  • Leverage what you give

  • Donor-advised funds

  • Giving appreciated stocks

  • Matching campaigns

  • Legacy and estate gifts

  • Lessons from giving


Documents referred to in this podcast in downloadable PDF


Income Tax Charitable Deduction


Qualified Charitable Distributions (QCD)

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Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks

Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks

Victor Kubik