3 Charitable Giving Strategies You May Not Know About – 286

Giving to charity can be rewarding in its own right. You support a cause you believe in, help people or organizations that matter to you, and (maybe) receive a tax deduction along the way. But the way you make that gift can have a significant impact on how much of a tax benefit you receive.

Should you donate cash or appreciated investments? Could the money come directly from a retirement account? And does it matter when you make the contribution? There are actually several charitable giving strategies that may help you accomplish your goals more efficiently, and some of the potential benefits go well beyond a simple tax deduction.

How can you make your charitable contributions more tax-efficient while continuing to support the causes you care about? Learn more from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!

The opinions voiced in this show (program; podcast) are for general information and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to make a decision.

11/2026 #ART-1204910