Latest / Legacy Beyond Wealth with Rob Shelton
How the Same Charitable Giving Could Create an Additional $12,500 in Tax Savings
Charitable giving is usually driven by values, not taxes. But if a family is already planning to give generously, it makes sense to understand whether the gifts can be structured more efficiently. Today, Rob explains how the timing of charitable contributions can make a meaningful difference. The best strategy is not the one that simply creates the largest deduction. It is the one that supports the causes a family cares about while fitting responsibly into the rest of the financial plan.
Here’s what we discuss in this episode:
❤️ Charitable Giving: The same generosity may create different tax…
The skinny
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