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Episode 43: End-of-year ‘to-do’s’ – Medicare and charitable giving

Everyday Wealth

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Strategic Charitable Giving Through Donor Advised Funds

Exploring the benefits of strategic charitable giving by utilizing donor advised funds, the chapter discusses optimizing contributions while managing tax implications. It emphasizes the advantages of asset donations and making larger gifts in a single year for tax benefits. The conversation also touches on involving children in charitable giving through matching donations and the significance of setting up a plan for philanthropic involvement.

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