Tax-Smart Charitable Giving: Sophisticated Strategies for Aligning Personal Values and Financial Goals

Frank Wealth Insights

In this episode of Frank Wealth Insights, ROL President and Founder Frank Fantozzi explores how to strategically enhance both your financial and charitable impact through tax-smart charitable giving and sophisticated tax strategies.
Discover strategies for effective charitable giving that support your favorite causes and align with your values while also striving to improve tax efficiency. Learn about methods like Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and Private Foundations to help you navigate tax benefits.
Tune in for insights on making your philanthropy both impactful and tax-smart.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax situation with a qualified tax advisor.

Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.