Want to optimize your charitable contributions? In this conversation, Burgundy Investment Counsellor Jessie Bobinski was joined by Cynthia Kett from Stewart & Kett Financial Advisors to discuss the tax-related aspects of giving. With three decades of experience in financial planning, tax, and accounting, Cynthia highlights potential tax advantages and provides guidance on how to integrate charitable giving into your overall financial planning.
Highlights of the session include:
01:37: Why People Give & Tax Benefits
07:02: Deciding on How Much to Give
11:13: Benefits of Donating Appreciated Securities
12:36: Donor-Advised Funds vs. Private Foundations
17:20: Potential Changes to Alternative Minimum Tax (AMT)
For an alternate format, access the transcript via the “Download PDF” link at the top of this post. The transcript has been edited and includes figures for additional clarity.
Additional Resources
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