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 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

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Charitable Giving and Your Financial Plan is an episode from Money Sense by Taelor Ellenbecker.

This episode is 00:45:27 long.

This episode was published on Apr 21, 2026.

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