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May 22, 2020

Podcast: Maximizing charitable-giving tax benefits

Financial Planning Committee

During this unprecedented time, many nonprofits are struggling to do more with less. JNBA Financial Advisors is working to help our clients make the most of their charitable giving as they look for additional ways to support the organizations they care about.

JNBA Director of Client Services Cärin Viertel and Advisor Chris Mastley, CFP®, recorded an eight-minute podcast on May 21 where they discussed a number of ways to maximize charitable tax benefits, including setting up a Donor Advised Fund, “bunching” contributions, and gifting appreciated stock. In addition, JNBA’s Financial Planning Committee dug more deeply into this important topic in a recent blog post, which features additional details.

Click the button above to listen to the podcast episode.

If you have questions or need anything, please do not hesitate to contact your JNBA Advisory Team.

JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

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