Charitable Contributions (Part 2) | Bunching | DAF | QCD | Giving

Описание: In Part 2 of this Tax Efficient Charitable Giving Series, we go through a comprehensive example of Charitable Bunching and the additional tax benefits you can receive by employing such a tax planning strategy for your charitable needs.

00:00 Charitable Bunching is a Tax Timing Strategy
00:37 Example 1 - Tax Benefits of the Standard Deduction
02:01 Example 2 - Annual Charitable Donations on December 31 of Each Year
03:21 How To Understand the Tax Benefit of Itemizing Deductions
04:30 Example 3 - Charitable Bunching Detailed Example
07:48 Charitable Organizations 501(c)(3) Perspective on Donation Timing
08:40 What Does It Mean to "Bunch Charitable Deductions"
10:08 Taking the Standard Deduction Every Other Year
11:04 Results Comparison of the 3 Examples
12:27 Extra Tax Deductions - How To Reconcile the Extra Tax Benefits
14:15 Entering the Charitable Bunching Strategy into the Personal Tax Planning Template
16:55 How To Use the Bunching Strategy with Roth IRA Conversions
17:37 Analyzing Marginal Tax Rate & Tax Brackets
18:37 Roth IRA Conversion Scenario Planning with Bunching
21:24 Charitable Bunching Scenario Testing
23:13 Charitable Bunching Summary & Practical Tax Planning Issue
24:07 Weekly Tithing Example at Church

#tithing #religious #churchofchrist #charitymatters