Tax-Advantaged Giving Strategies with Scott Knaffla
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Tax-Advantaged Giving Strategies with Scott Knaffla
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About this listen
Part 1: Scott Knaffla, District Finance Chair who works as a financial advisor reviews a number of giving strategies. Much of the conversation focuses on giving strategies that reduce one's tax liability, such as giving appreciated shares of stock or giving directly from your individual retirement account. Of course, members should consult their accountant or financial advisor for specific advice regarding giving strategies that are best for them.
Part 2: We learn more about Scott - his life, career, and Rotary journey.
Resource Links
- 2025 Tax Brackets and Federal Income Tax Rates | Tax Foundation
- The Rotary Foundation | Rotary International
- Ways to Give | Rotary International
- Paul Harris Society | Rotary International
- Rotary endowment | Rotary International
- Arch Klumph Society | Rotary International
- 2024 Publication 526
- Publication 590-B (2024), Distributions from Individual Retirement Arrangements (IRAs) | Internal Revenue Service
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