If you’re interested in “giving back”, you want to make sure you do it in the most appropriate manner: Providing you the most flexibility, allowing for the greatest tax savings, lowering costs, etc.
We just released a series of YouTube videos discussing different charitable gifting strategies you may never have heard of.
2 Videos about giving, while securing your retirement:
Donor Advised Funds: Maximizing tax benefits while maintaining control
Naming a charity as a beneficiary:
Also, if you haven’t already, please “subscribe” to the Hesen & Haslam YouTube channel. It’s easy!
Watch instructions below:
Manual instructions on how to subscribe on your PC:
- Go to the YouTube website and click "Sign In" in the upper right-hand corner (if you're not already signed into your YouTube account).
- Then search for “Hesen & Haslam”, or you can follow this link: Hesen & Haslam YouTube Channel
- Once you've located the channel, look for "Subscribe". It should be located on the right-hand side of the screen, near the top.