The Tax Smart Giving event will be a 30 minute meeting open to anyone who wants to learn how to save the most money on their taxes while giving to charity. In particular, we will focus on the most tax beneficial giving strategies. We will explain why it is more tax efficient to do a qualified charitable distribution (QCD) than a required minimum distribution (RMD); why you should hold a highly appreciated stock for at least 1 year before donating; and how donation bunching can save thousands of dollars on your tax bill.
