Charitable Giving Strategies With Andrew Whalen | Webinar Registration

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Charitable Giving Strategies With Andrew Whalen

About this webinar
Smart charitable giving is one of the most overlooked tax strategies in retirement. From QCDs to donor-advised funds to charitable trusts, Andrew shows how giving can shrink your tax bill, satisfy RMDs, and amplify the impact you leave behind.
What you'll learn
Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
Qualified Charitable Distributions (QCDs) from IRAs
Donor-advised funds: deduct now, give later
Bunching charitable contributions to clear the standard deduction
Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs)
Gifting appreciated stock vs. writing a check
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Your Presenter

Andrew Whalen

CEO

Whalen Financial

Andrew Whalen
CEO
Whalen Financial