Mastering Charitable Giving Strategies: Retirement Accounts & Tax Advantages

Charitable giving is more than just a kind gesture—it’s an opportunity to make a real difference while benefiting from potential tax advantages. Armbruster Capital Management is here to help you navigate the landscape of giving effectively with the latest installment in our Investing 101 series: Efficient Charitable Giving Options.

If you’re looking to support causes close to your heart or explore tax-smart strategies, this video breaks down the essentials of charitable giving. Here’s what you’ll learn:

• The power of Qualified Charitable Distributions (QCDs) and how they work.
• Tax-saving benefits of gifting stocks, mutual funds, or real estate.
• Donor-Advised Funds (DAFs): a flexible, long-term charitable solution.
• Naming charities as beneficiaries for estate planning advantages.
• Additional giving options, such as trusts, annuities, and life insurance, and when to consider them.

Whether you’re planning for today or future generations, knowing your options is important.

Watch the full video here and subscribe to Armbruster Capital’s YouTube channel for more expert insights and Investing 101 content, including our video, What is a QCD? Qualified Charitable Distributions Explained (2025 Guide).