Thinking about making a significant charitable donation this year? Before writing that big check, tune into our latest SWA Take 5 episode with Saling Wealth Advisors own, Jeff Gough and Tendai Charasika.

Jeff and Tendai break down two powerful, tax-efficient strategies: donating appreciated stock and making Qualified Charitable Distributions (QCDs) directly from your Individual Retirement Account (IRA) if you’re of qualifying age. These approaches can help you avoid capital gains taxes, reduce taxable income, and make your generosity go further.

Jeff and Tendai also briefly touch on other smart giving options all designed to help you support the causes you care about while optimizing your financial outcomes.

This material is not financial advice or an offer to sell any product and is not a recommendation to buy or sell any particular security. The opinions expressed are those of the Saling Wealth Advisors’ Management Investment Team. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Past performance is not indicative of future results. All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met.

Saling Wealth Advisors (“SWA”) is an independent SEC registered investment advisor. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that SWA or any person associated with SWA has achieved a certain level of skill or training. This material is provided for informational and educational purposes only. More information about SWA including our advisory services, fees, and objectives can be found in our Form ADV Part 2A and/or Form CRS, both of which are available upon request.