Donations to Charity and Your Tax Planning # 511

Making mutually beneficial charitable donations can be an important component of your financial and tax planning. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They welcome Drew Ellis, Director, Institutional Partnerships at Mercer Advisors, to discuss his work with foundations, as well as how the landscape for making charitable donations has changed due to recent legislation. Listening Time: 17 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

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Donations to Charity and Your Tax Planning # 511 is an episode from Your Life Your Wealth Network by Steve Cordasco.

This episode is 17:40 long.

This episode was published on Feb 2, 2026.

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