Smart Year-End Giving Strategies for Physicians

The end of the year is when generosity and tax planning collide, and for physicians, charitable giving can be one of the most powerful ways to support causes you care about while optimizing your financial picture.

But most doctors miss valuable tax benefits simply because they don’t know they exist.

In this episode, Daniel is joined by Jackie Griggs for a conversation that breaks down practical, overlooked, and highly effective giving strategies physicians can use before December 31st.

Listen in as they clarify the difference between cash gifts and appreciated assets, explain when donor-advised funds make sense, and discuss how upcoming 2026 tax law changes may reshape giving decisions.

You’ll also hear when batching contributions is worth it, how QCDs work for retirees over 70½, and why giving intentionally creates the biggest long-term impact.