Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks

Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California.

• Signs of trusted charities
• Charity rating services
• Leverage what you give
• Donor-advised funds
• Giving appreciated stocks
• Matching campaigns
• Legacy and estate gifts
• Lessons from giving

Documents referred to in this podcast in downloadable PDF

Income Tax Charitable Deduction

Qualified Charitable Distributions (QCD)