Episode 75
Charitable Giving and Tax Strategies to Consider ft. Plancorp's Sara Gelsheimer (EP.75)
The Long Term Investor · Peter Lazaroff
November 23, 202230m 47s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Giving to charity is relatively straightforward, but there are many ways to maximize your gift and tax benefit with just a little planning.
In this episode, Plancorp's Sara Gelsheimer shares her deep knowledge of charitable giving strategies.
Listen now and learn:
- The difference between charitable giving and charitable planning
- Important things to ask charities before giving
- Strategies for maximizing the tax benefit of your charitable gifts
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
—---------------------------------------