6 Overlooked Strategies to Give Before Year’s End

You may not know about these six [6] unique giving strategies. That’s why our team considers them overlooked!

As we all know, 2021 has been a volatile year for everyone. Major tax legislations are potentially on the horizon, real estate prices are sky high, and concerns of inflation are growing every day.

None of these fears and anxieties should paralyze us. Remember, we have control, especially as it pertains to making wise decisions with our finances.

This includes your giving.

In this video, Ryan Ovenden, Wealth Advisor shares some under-the-radar strategies for making a difference in the organizations close to your heart.

[DISCLAIMER: We suggest everyone consults with their CPA or tax accountant before making any large decisions.]

Here are 6 Overlooked Giving Strategies to Give Before Year’s End.


1:45 – #1 – Consider Making a Qualified Charitable Distribution (QCD) from an IRA

3:18 – #2 – Consider Gifting Appreciated Assets

4:06 – #3 – Consider Gifting an Appreciated Stock

4:56 – #4 – Set up a Donor Advised Fund (DAF)

5:54 – #5 – Set up a Charitable Remainder Trust (CRT) or Charitable Lead Trust (CLT)

8:38 – #6 – Harvest Tax Losses

“I don’t know what the future holds, but I do know Who holds my future.”

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