Webinar Replay: 10 Ways to Maximize Your Charitable Giving Before Year-End
What if a few simple giving strategies could multiply your charitable impact in 2025?
Join us for Sound Stewardship’s November webinar, where Wealth Advisor Jonathan Harrison and Matt Farmer, President of the National Christian Foundation – Heartland, share 10 ways to maximize your giving before December 31.
Here’s a summary of the 10 Ways to Maximize Year End Giving
| 1. Develop a Strategy | Develop a plan for more intentional and impactful giving. |
| 2. Charitable Bunching | Group donations into one year using a Donor Advised Fund (DAF) to maximize Itemized Deductions. |
| 3. One Receipt | Simplify donations using a DAF to get all giving on one receipt. |
| 4. Give Anonymously | Give anonymously from a DAF to avoid being placed on donor lists. |
| 5. Get Others Involved | Include family, friends, or employees in giving decisions for a broader sense of community. |
| 6. Asset Based Giving | Donate appreciated assets instead of cash to avoid pent-up capital gains. |
| 7. QCDs | Gift directly from an IRA (age 70½ and up) to satisfy RMDs tax efficiently. |
| 8. State Tax Credits | Many states offer specific tax credit programs for 50-70%+ tax savings. |
| 9. Invest Charitable Capital | Donated capital can grow tax free and make a difference through impact investments. |
| 10. Use Your Estate Plan | Donating at death can mean big tax savings and bigger impact. |
This webinar is now over. You can watch the replay below or on YouTube here.
