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The Long Term Investor

Charitable Giving and Tax Strategies to Consider ft. Plancorp’s Sara Gelsheimer (EP.75)

Nov 23, 2022
30:47

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.

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