Disinherit the IRS—Smart Strategies for Tax-Efficient Giving

In this inspiring episode of Wealth Wisdom with Stuart J. Spivak, Stuart dives into the importance of giving back while reducing taxes through Donor Advised Funds (DAFs).

He also shares the heartwarming story of The Driven Project, a charity providing unforgettable experiences to terminally ill children. Discover how you can make a difference while maximizing your tax benefits!

Main Points Discussed:

• The Driven Project and Stuart's experience as a title sponsor, supporting critically ill children through supercar therapy.
• What Donor Advised Funds (DAFs) are and how they can help you combine charitable giving with smart tax planning.
• Real-world examples of clients using DAFs to offset taxes from property sales, Roth conversions, and investment gains.
• How DAFs can be used to teach charitable values to children and involve the whole family in giving back.
• Tips for setting up your own DAF and using it strategically to lower taxes while supporting causes you care about.

Don’t miss this episode if you want to learn how to align your charitable goals with smart tax planning!

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