Giving with Purpose: How Charitable Giving Fits Into Financial Planning

Dollars & Common Sense · May 14, 2026 · 43m

This week’s show explores how charitable giving fits into a thoughtful financial plan and why generosity is about far more than tax deductions alone. We’ll discuss how families can align their giving with their values, teach generosity across generations, and create a greater long-term impact with more intentional planning. From donor advised funds and appreciated stock gifts to legacy conversations and qualified charitable distributions, we’ll break down practical strategies that can help make giving both meaningful and efficient. Most importantly, we’ll talk about how generosity and…