Brian and Jeff Akers discuss various charitable giving strategies for wealth transfer and legacy building. They emphasize the importance of starting with the heart and giving to causes that align with one's values, while also creating a tailored plan to ensure that donations are used effectively. They explore various methods, such as qualified charitable distributions from IRAs, and discuss the potential of donor advised funds to group charitable donations into one year for tax deduction purposes. They also discuss strategies for charitable giving in retirement planning, including giving appreciated stock, grouping charitable deductions, using cash value life insurance, and making charities the beneficiaries of life insurance policies.
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