Guided Path 7-1 Charitable Giving: Donating Cash vs. Stocks
Oct 16, 2023•25 min
Episode description
It’s a brand new season with brand new topics! It’s time to unravel the intricacies of charitable giving.
In this episode, Zacc Call and Laura Hadley discuss the benefits of donating cash versus stocks, and the potential tax advantages associated with each option.
They also explore potential tax implications and limitations based on your income level and the type of charity you give to.
Join the conversation as Zacc and Laura discuss:
-
Why donating stocks as your form of charitable giving is extremely “tax savvy”
-
The varying processes for donating stocks versus cash to a charity
-
“The Happiness Factor” and how it contributes to charitable giving
-
And more
Resources:
Connect with Capita Financial Network:
-
(801) 566-5058
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast