How to Build Charitable Giving Into Your Financial Plan

This episode explores how to make philanthropy a sustainable part of your wealth management strategy rather than a financial afterthought. We break down high-impact tools like donor-advised funds and qualified charitable distributions (QCDs) to help you maximize both your community impact and your tax savings. Join in as they discuss how to align your giving with your personal values while ensuring your charitable goals work in harmony with your long-term retirement security.