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Charitable Giving Strategies for 2025 and Beyond

Charitable giving can be one of the most meaningful parts of your financial life—but the way you structure those gifts can dramatically affect the impact you make. In this short video, we walk through three practical strategies to make your giving more tax-efficient and aligned with your long-term goals in 2025 and beyond. In this video, Bryan Hancock, MBA, CFP®, covers: Why timing matters when making charitable gifts How donating appreciated assets can reduce taxes When a Donor-Advised Fund (DAF) makes sense Common mistakes to avoid How to approach giving with intention—not urgency If you'd like a deeper dive, the full written guide is here: https://timberchase.net/blog/charitab... How the Government Can Subsidize your Charitable Giving Article: https://www.timberchase.net/blog/how-... ABOUT TIMBERCHASE FINANCIAL: We help high-net-worth families simplify financial complexity and make thoughtful, values-aligned decisions. Learn more at timberchase.net TIMESTAMPS: 0:00 - Intro 0:37 - Why your giving strategy matters 1:08 - Strategy #1: Bunching Deductions 1:46 - Strategy #2: Donor-Advised Funds (DAFs) 2:16 - Strategy #3: Qualified Charitable Distributions (QCDs) 2:57 - Strategy #4: Donating Appreciated Assets Over Cash 3:24 - Timing Issues with 2025 vs. 2026 4:20 - Disclosures