How Gifting Investments Could Help Your Taxes | Episode 11

Most people who donate give cash to charities. Which is very generous of them, but what if there’s a better way to gift where the charity can still get the benefit but you may also receive some more tax benefits?

In this episode of Common Curiosities Retirement, Michael CFP® and Enrolled Agent unpacks one of the most overlooked tax strategies for charitable givers: donating appreciated assets.

It’s not a flashy dinner party topic, but it could help save you in taxes and increase what your favorite causes receive. He breaks down:

💡 How gifting investments directly to charity actually works

💡 Why it may be more helpful than giving cash

💡 Common mistakes to avoid

💡 How to know if this strategy fits your situation

Whether you’re a seasoned investor, a future retiree, or just curious about smarter giving, this episode helps you see generosity through a fresh (and financially clever) lens.