Description

Most families think about generosity emotionally—but few think about it strategically.

In this episode, Keith and Caleb break down a surprising way to give generously while improving your tax planning, especially for families with significant assets. When done correctly, generosity doesn’t just improve the world around you—it can reduce taxes, preserve family wealth, and help future generations thrive.

We walk through the four ways wealth is typically used over a lifetime: consumption, taxes, loss, and giving. While most people fixate on spending and investing, high-net-worth families often overlook how intentional giving can become one of the most efficient tools in their overall financial plan.

You’ll learn:

• Why taxes are often the biggest “silent consumer” of wealth
• How generosity can be structured to reduce tax drag
• A practical example of using tax-advantaged strategies to benefit family and future generations
• Why “giving later” is often less effective than giving intentionally today

This is not about charity for charity’s sake. It’s about aligning your values with smart tax planning so your wealth does more than sit on a balance sheet or get lost to Uncle Sam. If you’ve ever wondered whether you can be generous and financially disciplined, this conversation will change how you think about giving.

If you want help building generosity into your tax and financial plan, work with us at https://www.gimbalfinancial.com.