Give Smarter

JEFFERSON, Iowa – Charitable giving is about more than writing a check. The recent Smart Charitable Giving Seminar explored strategies for gifts you are already planning to make while potentially allowing you to keep more of your own money.

Max Nees, CFP®, of Journey Financial and Ross Martens, CPA of Martens & Associates shared tips for practical planning involving qualified charitable distributions, appreciated securities, charitable gifts of commodities and donor-advised funds.

The presentation included real-world examples of how retirees, investors and ag producers may approach charitable giving differently. Including ways to take advantage of years when income is unusually high. The goal is simple: give more and keep more.

The full presentation is now available online through the Greene County Medical Center Foundation at gcmchealth.com/foundation/smart-charitable-giving or by scanning the QR code below.

Watch Smart Charitable Giving to learn strategies that could change the way you approach your next charitable gift.

For more information, contact Foundation Director, Nancy Houska, at 515-386-0108 or nancy.houska@gcmchealth.com.