Don’t make a charitable gift simply to get a tax deduction; make a charitable gift because it aligns with your goals.
In this episode, Dave Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®, discuss two primary ways of transferring your wealth: charitable and family gifting. They also share what you should consider when giving based on your unique circumstances and goals; and that may not be what your friends are doing!
Dave and Joe share more about:
- What to consider before gifting to charities or family
- Why you should start with your goals, not tactics for your giving
- Donor advised funds and other tools to support your charitable efforts
- And more
Connect With Joe Patterson and David Nienaber:
- Foster & Motley
- Joe Patterson
- David Nienaber
- LinkedIn: Joe Patterson
- LinkedIn: David Nienaber
- LinkedIn: Foster & Motley