Jul 26, 2022
On today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift.
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Resources mentioned on today's show:
ARTICLE: Tax Smart Philanthropy- We discuss this Schwab Charitable® article on today's episode, highlighting 8 Tax-Smart Strategies for charitable giving.
QUIZ: "What Type of Giver Are You?"- this is an 8 question quiz that helps you understand your giving tendencies along with recommendations to maximize your gifts
VIDEO: Vacation Bible School- if you fast forward to the 25-minute mark, you can see an overview of our experience and hear directly from the kids
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at shermanl@integrityguidance.com