Episode Details

David sits down with financial advisor Jacob Orand to break down the year-end charitable giving strategies that can still move the needle on your 2024 tax return. They unpack upcoming 2026 legislative changes, smarter ways to give—whether it’s $100 or $100,000—and key opportunities like donor-advised funds, SALT bunching, and qualified charitable distributions. If you want to maximize impact while minimizing taxes, this is a timely conversation you won’t want to miss.