Smart Charitable Giving: How to Give $19,000 Tax Free Before Year End

Are you planning to make financial gifts or charitable donations before the end of the year? Don’t miss these 2025 gifting strategies that can maximize your impact and potentially save your family thousands in taxes.Whether you’re supporting loved ones, giving to charity, or simply trying to be tax-smart before year-end, these strategies can make a meaningful difference.

✅ Get Your Free Retirement Readiness Checklist

📞 Schedule a Complimentary Call to talk through your retirement options with our team

In this video, you’ll learn:

1️⃣ 2025 Gift Limits: How annual gifts and the lifetime exemption really work.

2️⃣ QCDs: How IRA-to-charity transfers can lower taxable income.

3️⃣ Donor-Advised Funds: A flexible way to give now and support charities later.

4️⃣ Charitable Bunching: How combining gifts in 2025 can boost your deductions.

5️⃣ Year-End Mistakes to Avoid: Deadlines, forms, and common pitfalls.

These insights will help you make smarter, more tax-efficient gifting decisions before December 31st.