Advisors on This Week’s Show Kyle Tetting Art Rothschild Steve Giles (with Max Hoelzl and Joel Dresang engineered by Jason Scuglik) Learn moreGratitude is an enriching attitude, by Joel DresangBigger bang from charitable contributions, a Money Talk Video with Art RothschildIRS Publication 526, Charitable Contributions, IRS Tax TopicAn IRS FAQ on qualified charitable distributions from IRAs In the seasonal spirit of giving, Landaas investment advisors devoted a Money Talk Podcast episode to suggesting strategic ways for investors to be charitable. “As always, we’ll start with the reminder that we are not tax advisors. We’re investment people,” Kyle Tetting said. “You should definitely go out and talk to your tax preparer, your CPA, about how these things impact your specific tax situation.” That said, Kyle, Art Rothschild and Steve Giles explained options investors could explore to the make the most try to make the most of their opportunities to spread their wealth. Their discussions included: Giving cash Gifting appreciated assets Using qualified charitable distributions Using donor-advised funds Gifting to children and grandchildren Some strategies entail tax considerations because tax benefits often let investors afford bigger gifts, Kyle noted. But the bottom line is to are important, Kyle noted that the bottom line is to support the donor’s generosity. “I always start the conversation with clients on charitable giving by saying we don’t ever give away money to save on taxes,” Kyle said. “We give away the money that we would otherwise want to give to charity, but where we’re giving, we want to do it in the most tax-efficient way possible.”