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The Money and Meaning Show

The Money and Meaning Show

Business:Investing

Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

2020-02-12
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Giving is often fundamental for those traveling the path from success to significance.  On today’s episode of Money & Meaning, Jeff and Mike welcome special guests Boyd Bailey and Rachel Watson of...

Giving is often fundamental for those traveling the path from success to significance.  On today’s episode of Money & Meaning, Jeff and Mike welcome special guests Boyd Bailey and Rachel Watson of the non-profit National Christian Foundation to discuss tax-advantaged gifting strategies. Whether you are seeking a strategy to support your normal pattern of giving, or you are looking for new ways to support your personal generosity, vehicles like Donor-Advised Funds, Qualified Charitable Distributions, and Single Charity Funds can help you make the most of every gift.

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More Episodes

Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’

2018-07-25

Fostering healthy investor behavior using an evidence-based approach

2018-06-14

Uncovering your unique abilities to create a purpose-filled life

2018-05-17

Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy

2018-04-18

What are your great goals in life?

2018-03-14

Putting First Things First: 4 Questions to Help You Uncover What Matters Most

2018-02-05

It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey

2018-01-21
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