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Advance Your Wealth - A Charitable Planning Primer
Manage episode 305717201 series 2834060
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Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support to causes that you care about, you have the potential for tax breaks.
In the latest installment of Advance Your Wealth, Homer provides us with a charitable planning primer. Listen as he outlines the charitable giving strategies and vehicles to help get you started - or make your existing philanthropy even more impactful.
Since this is such an important topic that Homer weaves into regular discussions with clients, this episode is bound to leave you with some insight to consider with your own financial portfolio.
Timecodes:
0:05 - Overview on the topic of the show
1:55 - Charitable giving is a massive topic within wealth management overall
3:05 - How wealth planning fits into the desire to give back
4:15 - The first step in utilizing charitable giving in a wealth plan
5:33 - Discussing the various elements of charitable giving with clients
6:40 - Moderate strategies for clients looking for a deeper charitable giving experience
8:04 - The advanced options surrounding charitable giving
10:00 - Who someone should turn to for conversations surrounding charitable giving
11:05 - The most important aspect of charitable planning
12:15 - The client's feeling of satisfaction of giving back, while also enhancing a wealth plan
14:14 - How someone could pursue a conversation with Homer about charitable giving strategies
15:20 - Closing remarks
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