Charitable Giving Strategies That Go Beyond the Numbers

Andrew Busa, Steve Reder, and Nicole LaChapelle explore how to give with intention, covering smart strategies, family conversations and legacy planning.

In Episode 3 of The Human Side of Wealth, Andrew is joined by Steve Reder, President of Private Wealth, and Nicole LaChapelle, President of Family Office Division, to unpack the art and science of charitable giving.

From donor-advised funds and qualified charitable distributions to charitable trusts and year-end tax strategies, we dive into techniques that maximize impact. But it doesn’t stop there. Discover how to start meaningful family conversations, pass down values across generations and make giving part of your legacy.

Plus, hear why timing matters more than ever under the Big Beautiful Bill, and why accelerating gifts in 2025 could be a smart move for high earners.

Listen now to learn how generosity can be strategic and deeply personal.

Video disclosure:

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