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The Foster & Motley Podcast
The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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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



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