Episode 195: Maximizing the Impact of Charitable Giving with Melissa Joy

Women's Money Wisdom

Ever thought about the power of your generosity? We celebrate Giving Tuesday with a deep dive into making your charitable contributions more impactful. Co-Host Melissa Joy, CFP®️ discusses building a solid donation strategy, pinpointing the organizations that tug at your heartstrings, and involving your family in this profound process. She also shares how you can leverage the tax benefits of philanthropy and how generosity triggers the release of feel-good chemicals that can add years to your life. Lastly, she shares the precious opportunity charitably giving provides to instill the values of generosity and philanthropy in our young ones. So, join us in this episode and let's explore the remarkable world of giving together. Step in and let's discover the joy and impact of purposeful giving this Giving Tuesday!

Resources:

• Visit the virtual headquarters for Giving Tuesday 2023.
• Read Pearl Planning blog, 10 Ideas for Giving.
• Read about the Health Benefits of Giving.
• Here are Tips and Contribution Limits for Charitable Giving.
• Read about How Generosity Helps Kids Live Richer Fuller Lives.
• Watch a webinar replay, Money Smart Charitable Giving.
• Listen to podcast episode 33 Charitable Giving with Laura Brownfield for more information on Donor Advised Funds.

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to su

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

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1. Episode 195: Maximizing the Impact of Charitable Giving with Melissa Joy (00:00:00)

2. Maximizing Charitable Giving for Women (00:00:05)

3. Power and Health Benefits of Giving (00:14:33)