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Charitable giving can be simple, but the tax and planning decisions behind it often are not.

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A QCD guide, a donor-advised fund guide, a breakdown of which assets may be best to give, and an overview of the charitable-giving vehicles available when your planning gets more complex.

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Episode Description

Earlier this year, the U.S. Tax Court threw out a $665,000 charitable deduction.

The donors had an appraisal, the required IRS form, and a signed letter documenting the donation.

And yet the court denied the entire deduction… because of ONE missing sentence.

And that same requirement can apply when you write a check to your church, give from your IRA, or buy tickets to a charity gala.

In this episode, I walk through what went wrong and what it can teach the rest of us.

Here’s what you’ll learn:

• Why a canceled check alone may not be enough to back up your deduction
• How QCDs, appreciated stock, and new 2026 rules can change the tax outcome of the same donation
• The 4 questions I’d ask before making your next charitable gift

The charity gets your gift either way. The question is whether you get the tax benefit, too.

Listen To This Episode On:

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