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

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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