Many people don’t believe they can deduct their charitable contributions ever since the standard deduction was raised in 2018. But is this true? In these videos, Steve and Travis discuss the ways in which you could maximize and accelerate your charitable contributions and deductions – whether you wish to give your stimulus check to local nonprofit organizations in need or you are actively giving to your church or local soup kitchen. Don’t miss out on ways to give and save more!
Part I – Get Your Charitable Deductions Back
In this video, we discuss the ways you could get your charitable deductions back.
Part II – Maximize Your Giving Through Capital Gains
Did you know that you could gift stock or mutual funds to the charity or church of your choice? Your gift doesn’t always have to be a cash contribution. In this video, we discuss the ways you could offload some of your capital gains (pay less in taxes) by gifting appreciated assets directly to the charity of your choice. Why might you want to consider this? You could be giving and saving more on your taxes!
Part III – Accelerate Your Giving and Gain Super-Charged Deductions
What if there was a way to both accelerate your giving while simultaneously supercharging your charitable deduction(s) this year? There is! In this video, we discuss Donor-Advised Funds. Never heard of these?! Don’t miss this concept and how you can accelerate your giving and potentially put lots of money back in your pocket this tax year!
If you would like to speak with one of our financial planners about ways you could be maximizing and accelerating your giving, please email us at firstname.lastname@example.org. We are happy to work with you and your charity gifting officer on a strategy that allows you to give as much as you wish while saving money on your taxes. There is no cost to meet our planners for an initial consultation and you are not obligated to move forward with any recommendations.
S.E.E.D. Planning Group LLC (S.E.E.D.)is a Registered Investment Advisor (RIA) with the Securities Exchange Commission. S.E.E.D.’s team provides investment fiduciary and fee-only financial planning services to clients. Our fees are disclosed, easy to understand, and not predicated on product sales.
Travis Maus is the managing partner and a wealth manager at S.E.E.D. Planning Group, LLC. He earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIFA designation signifies the ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of Care. As a wealth manager, he is also a member of the firm’s Financial Planning team where he provides coordinated and strategic financial planning and investment services to families and small businesses.
Steve is a partner at S.E.E.D. Planning Group, LLC, and serves as the Director of Community Engagement and Head of Client Experience. He joined the team in May of 2017 after five years of acquiring financial planning and investment management experience at Morgan Stanley. Humbled by faith, Steve is a community-minded business leader who believes that serving others through giving time, talent, and resources, may change someone’s life forever and recognizes that each individual has the capacity to make a significant impact on their community.