5 Strategies for Tax-Efficient Charitable Giving The Physician's Guide To Financial Wellness

While we never recommend donating to charity solely for tax purposes, if you’re giving to charity anyway, why not maximize the tax benefit of your donations? In this episode, we share five different strategies for donating to charity in a tax-efficient manner. These include donating appreciated investments rather than cash, “bunching” your gifts, using a donor-advised fund, making qualified charitable distributions, and even starting your own non-profit. What you choose to do with the tax savings is up to you, even if that’s turning around and donating the money to your favorite organization! 
Resources & People Mentioned Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician Download our guide: The Financial Checkup Connect With Trent and Andrew https://mdwmllc.com  Follow on LinkedIn Follow on Facebook
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