In November of 2025, Jeff Whitaker, CFP®, CRPC, MSFS, hosted a charitable giving webinar exploring practical ways to support the causes you care about while being smart about your taxes.
Jeff walked attendees through key strategies that can help maximize both the emotional and financial impact of giving. From understanding when to itemize deductions to leveraging tools like Qualified Charitable Distributions (QCDs) and Donor Advised Funds (DAFs), the webinar was packed with actionable insights.
Highlights included:
- How your tax bracket influences your giving strategy
- The benefits of “bunching” donations for bigger deductions
- Real-life examples showing how these approaches can lead to significant tax savings
Whether you’re a seasoned donor or just starting to explore charitable giving, this replay is a must-watch for anyone looking to give more effectively.
If you want to explore giving strategies or your financial situation in more detail, please contact our team HERE.