Charitable Giving and Your Financial Plan

How can generosity fit seamlessly into your financial plan and maximize tax efficiency?

In this episode of Money Sense, wealth advisors Jamie Williams and Heather Deaton explore how charitable giving can fit into a well‑rounded financial plan. They discuss how generosity can be both personal and strategic, while still supporting long‑term family and financial goals.

The conversation is grounded in the Five T’s of Philanthropy: time, talent, treasure, ties, and testimony. Using real examples, they highlight the many ways individuals and families can give back beyond writing a check.

00:00 Why Philanthropy Is Core to the EIG Culture
03:40 Defining Your “Why” in Charitable Giving
07:30 The Five T’s of Philanthropy
12:45 Volunteering & Real‑World Impact
18:10 Securities, DAFs & Tax Efficiency
28:50 QCDs, RMDs & Retirement‑Based Giving
34:40 Legacy Giving, Estate Planning & Beneficiaries
41:20 Final Takeaways

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ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group