In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. The conversation also covers the legal aspects of charitable contributions, the significance of 501(c)(3) status, and strategies for effective charitable giving, including tax benefits and diverse ways to contribute.
Three Key Takeaways for charitable giving to discuss with your tax advisor:
You can reach Julia Helgeson at:
julia.helgeson@thejoyfulchild.org
www.thejoyfulchild.org
Credits and Contacts:
Sponsored by:
Real Advisers, Austin, Texas
Special thanks to:
Red Sun Creative, Austin, Texas
For more information: AltInvestingMadeEasy.com
Please contact us: info@AltIvestingMadeEasy.com
Roland Wiederanders: Roland@grablemartin.com
Sarah Florer: sflorer@grablemartin.com
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
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Takeaways
Chapters
00:00 Introduction to Charitable Giving and the Joyful Child Foundation
04:21 Julia's Journey to Nonprofit Work
06:49 Programs and Initiatives of the Joyful Child Foundation
09:02 Engaging with Nonprofits: Time, Talent, and Treasure
11:20 Understanding 501(c)(3) and Charitable Giving
14:04 Legal Aspects of Charitable Contributions
16:24 Diverse Ways to Contribute to Nonprofits
19:40 Tax Strategies for Charitable Giving