Episode Details

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

Giving Tuesday (Dec 2, 2025) and year-end donations are just around the corner. But before you hit that “donate” button, let’s talk about how to give with both your heart and your head. Today, Phil shares how to make generosity part of a smart financial plan, because generosity feels even better when it’s part of a bigger plan. Give with purpose, plan with wisdom, and let your generosity ripple far beyond this season.

Here’s some of what we discuss in this episode:

❤️ Purposeful Giving: How to give with intention and align your generosity with your values

💸 Maximize Tax Benefits: Timing and strategy to make your gifts go further

🏦 Donor-Advised Funds: A powerful tool for flexible, long-term giving

📜 QCDs Explained: Using Qualified Charitable Distributions for tax-smart generosity

📆 Timing Is Everything: How to bunch deductions and plan donations efficiently

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://bit.ly/3WdDG96

Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome