Gifting Appreciated Stock: Stop Overpaying Taxes on Your Charitable Giving

Описание: Most people who give to charity are leaving thousands of dollars on the table every single year. If you're someone who gives regularly to charity and you own investments that have grown in value, you may be making one of the most expensive charitable giving mistakes in America.

This mistake costs the average charitable family between $2,000 to $5,000 every year in unnecessary taxes. But there's a simple strategy that can eliminate this tax burden completely while allowing you to give the same amount to the causes you care about.

In this video, I walk through the "double tax trap" and show you exactly how to escape it using three powerful charitable giving strategies that can save you thousands in taxes annually.

We cover:
The "double tax trap" costing charitable families thousands annually
Why selling stock and giving cash is one of the most expensive mistakes
How to donate appreciated stock directly to charity
The power of donor-advised funds for flexible giving
The "bunching" strategy to maximize your tax deductions
Real numbers: A $250k household saving $7,000 annually with advanced strategies

Timestamps:
(00:00) The Double Tax Trap
(01:30) What Most Charitable Families Are Doing Wrong
(02:30) Direct Stock Donation Strategy
(03:30) Real Example: $2,000 Annual Tax Savings
(05:00) Donor-Advised Funds: Maximum Flexibility
(06:30) The Bunching Strategy
(07:30) Real Example: $7,000 in Additional Tax Savings
(09:30) Implementing Your Strategy

I'm Bjorn Amundson, a Certified Financial Planner with Quarry Hill Advisors, helping families optimize their charitable giving strategies while maximizing tax efficiency.

Need personalized guidance? Check out our website where you can schedule an introductory strategy session at quarryhilladvisors.com
#CharitableGiving #TaxStrategy #DonorAdvisedFund #FinancialPlanning #TaxSavings #WealthManagement #AppreciatedStock