Episode 45: Charitable Contributions and Gift Planning

Oct 16, 2023

On this episode of Wright Money Tips, Isaac Wright, CFP®, ChFC® and Stacey Jones, Founder and Executive Director of Mercy Mall of Virginia, discuss charitable contributions and gift planning from an IRA or retirement account.

Here are just a handful of the things that we'll discuss:

  • Charitable contribution and gift planning strategies
  • Potential tax benefits
  • How to make gift planning part of your financial or legacy plan
  • How charitable contributions and gift planning can impact your favorite nonprofits


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