Don’t make a charitable gift simply to get a tax deduction; make a charitable gift because it aligns with your goals. 

In this episode, Dave Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®, discuss two primary ways of transferring your wealth: charitable and family gifting. They also share what you should consider when giving based on your unique circumstances and goals; and that may not be what your friends are doing!

Dave and Joe share more about:

• What to consider before gifting to charities or family
  
• Why you should start with your goals, not tactics for your giving
  
• Donor advised funds and other tools to support your charitable efforts
  
• And more
  

Connect With Joe Patterson and David Nienaber:

• info@fosterandmotley.com 
  
• 513-561-6640
  
• Foster & Motley
  
• Joe Patterson
  
• David Nienaber
  
• LinkedIn: Joe Patterson
  
• LinkedIn: David Nienaber
  
• LinkedIn: Foster & Motley