Money Monday #5- Charitable Giving

In this fifth episode of Money Monday, I will be going over all the charitable planning issues you should be thinking about before the end of the year (see below), plus any questions submitted by attendees. If there is a question you would like me to answer, please email me at

Registration Link-

Charitable Planning

-How much can I afford to give and what tax breaks do I get?

-What options are available for small business owners?

-What is a Qualified Charitable Distribution?

-What is a Donor Advised Fund?

-What is a Charitable Remainder Trust?

Leave a Reply