What You Need To Know About Charitable Giving // Through The Pines Ep. 66

The Banyan Collective

What You Need to Know About Charitable Giving

On this Through The Pines episode, we’ll discuss Charitable Giving topics like…

• Do you come out ahead financially
• What are the tax consequences
• Itemized Deductions vs. Standard Deductions
• CRATS, CRUTS, CLT
• Family Foundations
• Donating Appreciated Stock
• Qualified Charitable Distributions
• Donor Advised Funds

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while fundraising for his nonprofit SAVING THE FORESTS, this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: [e-mail]

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates

This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

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Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2024