Tax Smart Philanthropy: Maximizing Impact and Minimizing Taxes | Chris Ruedi and Justin Smith - Financial Advisors, Savant Wealth Management 00:10:00

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Chris Ruedi and Justin Smith, experienced financial advisors at Savant Wealth Management, for an insightful webinar on tax-smart philanthropy strategies. In this live educational session, Chris and Justin discuss how individuals can optimize their charitable giving to align with personal goals while reducing tax liabilities under the Tax Cuts & Jobs Act. They explore effective strategies such as bunching donations, utilizing Donor Advised Funds, leveraging Qualified Charitable Distributions (QCDs), exploring charitable trusts, and integrating estate planning considerations. Whether you're donating $100 annually or managing larger philanthropic efforts, Chris and Justin provide actionable insights to help you navigate complex tax landscapes and maximize the impact of your charitable contributions. This webinar is designed to empower individuals with strategies that not only benefit causes they care about deeply but also contribute to a more tax-efficient financial plan.

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