In this special #GIVINGTUESDAY episode, Melissa Fradenburg, CDFA®️ discuss ways to give back this holiday season (and throughout the year).  She will address  how a Donor Advised Fund can assist with appreciated stock or bundled gift strategies as well as how to take advantage of your charitable deduction and bundle gifts to get itemized deductions in periodic years.

We will learn:

  • What is #GivingTuesday
  • How to teach children the power of money through charity.
  • How bundling your charitable gifts can increase the tax advantage.
  • How do qualified charitable donations work?
  • Why gifting appreciated stock can make your donation go further.
  • What is a donor-advised fund?

Resources:

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