The Giving Playbook: Smart Moves for Lasting Impact
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The Giving Playbook: Smart Moves for Lasting Impact
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🏈 Don't fumble your retirement - get your financial game plan at http://bookachatwithjohn.net
In football, every great play starts with a solid game plan, and generosity works the same way. Giving feels good, but giving wisely wins championships. Today, John breaks down the playbook for smart, purposeful generosity and shows you how to make every dollar count. Because when it comes to giving, it's not just about moving the ball, it's about leaving a lasting legacy on and off the field.
Here's some of what we discuss in this episode:
📅 When to Give: Timing your donations for both impact and efficiency
🎁 Non-Cash Giving: Donating appreciated stocks, property, or other assets
💵 How Much to Give: Setting intentional goals without losing flexibility
💰 Tax Efficiency: Making the most of deductions and donation timing
🏦 Qualified Charitable Distributions (QCDs): A tax-smart way to give from your IRA
Get in touch:
Phone: 661-775-3704
Book an appointment with us: http://bookachatwithjohn.net
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM
Check out John's FREE Books: https://je9gekmc.pages.infusionsoft.net/
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