Smart & Efficient Strategies You Need To Know Before Your Next Charitable Contribution

The American College of Financial Services
The Your Life, Your Wealth Network Podcast
October 18, 2019

As we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year.

Dien Yuen, Assistant Professor of Philanthropy at The American College, joined the Cordasco Financial Network’s John Walker to discuss ways you can help others through donations designed to efficiently fit into your financial and tax planning strategies for the year. These include the benefits of appreciated stock donations, donation bunching, required minimum distribution donations, donor advised chartable funds and more.

Listen to the podcast here.

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