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What Matters Most - Charitable Giving with Julia Hershman

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Content provided by First United Bank & Trust and First United Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by First United Bank & Trust and First United Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In today's episode of What Matters Most, presented by the trustworthy team at First United Bank & Trust, the focus is firmly on charitable giving. Charitable gifts extend beyond mere acts of kindness; they are intertwined with motivations, rewards, and multiple forms. With the expert guidance of Julia Hershman, we'll demystify what makes a charitable gift and what fuels individuals to offer generously. Are you familiar with the distinctions between donating cash and assets like stocks or mutual funds? And the potential tax deductions that might come with them? Beyond the mechanics of giving, the episode also offers strategies to enhance the impact of your contributions.

  continue reading

134 episoade

Artwork
iconDistribuie
 
Manage episode 378885599 series 2408524
Content provided by First United Bank & Trust and First United Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by First United Bank & Trust and First United Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In today's episode of What Matters Most, presented by the trustworthy team at First United Bank & Trust, the focus is firmly on charitable giving. Charitable gifts extend beyond mere acts of kindness; they are intertwined with motivations, rewards, and multiple forms. With the expert guidance of Julia Hershman, we'll demystify what makes a charitable gift and what fuels individuals to offer generously. Are you familiar with the distinctions between donating cash and assets like stocks or mutual funds? And the potential tax deductions that might come with them? Beyond the mechanics of giving, the episode also offers strategies to enhance the impact of your contributions.

  continue reading

134 episoade

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