ON-DEMAND FINANCIAL PLANNING WEBINAR

Tax-Smart Giving Strategies
for 2025

Giving back can feel rewarding, but when structured correctly, it can also be a powerful tool for managing taxes and building long-term wealth. Many high-earning professionals and retirees give regularly yet may not be fully aware of how those gifts fit into their broader tax or retirement strategy.

With markets fluctuating, standard deductions rising, and charitable limits evolving, understanding your options is key to preserving wealth and supporting the causes that matter most. 

Join Nick Johnson, CFA^®, CFP^®, President & Chief Investment Officer of Willis Johnson & Associates, for an educational discussion on tax-aware charitable giving strategies. With years of experience working with corporate professionals and retirees, Nick will share concepts and examples that can help make your giving more intentional and financially aligned. Whether you're planning this year's contributions or preparing for future philanthropy, this session will explore key considerations such as:

• How Donor-Advised funds (DAFs) work:  Understand how  DAFs may allow you to contribute appreciated assets and potentially simplify your long-term giving approach.
  
• How Qualified Charitable Distributions (QCDs) can fit into retirement income planning:
  For those age 70½ and older, QCDs can provide a direct way to give from an IRA while satisfying required minimum distributions (RMDs).
• Timing and deduction strategies: Learn how the timing and structure of your gifts may influence whether itemizing or bunching contributions is beneficial. 
  
• Understand Trump's new One Big Beautiful Bill Act (OBBBA) and how to leverage the various strategies that disappear after December 31st. 
  
• Coordinating charitable giving within a broader financial plan: Explore ways charitable goals can align with investment, retirement, and estate planning decisions.

Watch now by filling out the form.