Serving Those Who Serve Logo

FEDLIFE Podcast: How to Make the Most of Your Charitable Donations

12/22/2021

In this episode, Dan Sipe and Ed Zurndorfer talk about how you can make the most of your charitable donations, and not only give more to the charities you love but be able to receive some additional tax relief when doing so.

FEDLIFE ep.64: How to Make the Most of Your Charitable Donations



As we make our way into another year, many of us know the importance of giving back to those less fortunate. But, many of us do not know about all of the ways you can give to your favorite charity and still follow a well-adjusted budget. 

In this episode, Dan Sipe and Ed Zurndorfer talk about how you can make the most of your charitable donations, and not only give more to the charities you love but be able to receive some additional tax relief when doing so. 

Dan and Ed Discuss:

  • The recent government incentive to encourage charitable giving
  • How to receive more tax relief
  • How to deduct your charitable contributions in the most profitable way for you and your charity of choice 
  • Deducting your itemized returns from those who take standard deductions
  • The benefits of making charitable donations on your credit card
  • Giving the gift of appreciated stocks or mutual funds 
  • How to get deductions when selling shares to a charity 
  • Qualified charitable distributions and how you can donate part of your IRA to a charity
  • And more

Like and Subscribe on YouTube:

Charitable Donations

Charitable Donations

PODCASTS

FEDLIFE Podcast

The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.

 

Image28

FED15 Podcast

The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.

 

Image29

GET MORE FROM YOUR
BENEFITS PACKAGE

SCHEDULE AN INITIAL CONSULTATION TODAY!