Are You Making the Most of Your Year-End Charitable Giving? With Emily K. Diaz, MAcc, CPA, CFP®

While tax savings may not be a primary driver for your charitable contributions, being aware of opportunities can help you amplify your impact. 

In this episode, Emily K. Diaz, MAcc, CPA, CFP®, of Foster &  Motley shares valuable insights on year-end charitable giving, the benefits of planning ahead, and its connection to tax planning. Whether you wish to give to your family, directly to an organization, or through a charitable foundation, you will learn actionable ideas to improve tax efficiency and leave a lasting impact.

Emily also sheds light on an Ohio-specific gifting strategy, where you can capitalize on available tax credits through Scholarship Granting Organizations (SGOs).

Emily shares more about:

• The tax implications of different types of gifts (e.g., cash vs. appreciated stocks)
• Simplified explanation of commonly used strategies, such as donor-advised funds
• The benefits of planning out  larger gifts over multiple years
• Navigating the annual exclusion for family gifts
• And more

Resources:

• What You Need to Know About the SGO Tax Credit in Ohio (Article by Foster & Motley)

Connect With Emily:

• info@fosterandmotley.com 
• 513-561-6640
• Foster & Motley
• Emily Diaz
• LinkedIn: Emily Diaz
• LinkedIn: Foster & Motley