Episode 12

Published on:

26th Oct 2021

Advance Your Wealth - A Charitable Planning Primer

Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support to causes that you care about, you have the potential for tax breaks.

In the latest installment of Advance Your Wealth, Homer provides us with a charitable planning primer. Listen as he outlines the charitable giving strategies and vehicles to help get you started - or make your existing philanthropy even more impactful.

Since this is such an important topic that Homer weaves into regular discussions with clients, this episode is bound to leave you with some insight to consider with your own financial portfolio.


0:05 - Overview on the topic of the show

1:55 - Charitable giving is a massive topic within wealth management overall

3:05 - How wealth planning fits into the desire to give back

4:15 - The first step in utilizing charitable giving in a wealth plan

5:33 - Discussing the various elements of charitable giving with clients

6:40 - Moderate strategies for clients looking for a deeper charitable giving experience

8:04 - The advanced options surrounding charitable giving

10:00 - Who someone should turn to for conversations surrounding charitable giving

11:05 - The most important aspect of charitable planning

12:15 - The client's feeling of satisfaction of giving back, while also enhancing a wealth plan

14:14 - How someone could pursue a conversation with Homer about charitable giving strategies

15:20 - Closing remarks

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.