Tax-Smart Strategies for Charitable Giving
What if you could give more to charity and pay less in taxes? In this episode, host Chris invites Wealth Advisor Austin Overholt to explore how strategies like donor-advised funds and qualified charitable distributions can help you give more intentionally while potentially reducing taxes. From donating appreciated stock to planning around high-income years, they highlight how thoughtful giving can align with retirement, estate planning, and long-term legacy goals.
Tune in if you're interested in…
Tax-efficient ways to give, including donor-advised funds and QCDs
When to use different…
The skinny
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