Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks
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)
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.