Charitable giving can be a powerful part of your retirement, and it’s about more than just donations—it’s about making a lasting impact with your finances.

How do you ensure your giving is intentional and efficient? What strategies can help you make the most of your contributions without incurring unnecessary taxes?

Join Josh Leonard and Pete Belcastro as they dive into the fulfilling world of charitable giving and how it can play a critical role in your financial planning. 

Learn about the impact of charitable contributions, the importance of a personalized giving strategy, and efficient ways to manage generosity through Qualified Charitable Distributions (QCDs), donor-advised funds, and stock gifting. 

They discuss: 

• How Qualified Charitable Distributions (QCDs) can benefit your taxes and your favorite charities
• How donor-advised funds offer a strategic approach to managing philanthropic efforts and tax planning
• The benefits of gifting appreciated stock to family or charities to reduce potential capital gains tax
• Inspiring stories about the impact of efficient giving on individual lives and overall financial health
• And more!

Resources:

• Schedule a meeting with the team
• Making an Impact with Donor-Advised Funds ft. Adam Nash (Ep. 47)

Connect with Josh Leonard: 

• jleonard@leonardadvisorygroup.com
• LinkedIn: Josh Leonard
• Leonard Advisory Group
• 412-998-PLAN
• YouTube: Leonard Advisory Group
• Facebook: Leonard Advisory Group

Connect with Pete Belcastro: 

• LinkedIn: Pete Belcastro, CFP®
• pete@leonardadvisorygroup.com

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