EPISODE 35
How can I give money wisely?
Why some people give, some don’t, and the flexible options to do so while supporting your long-term plan.
published: September 2, 2026
If your financial strategy includes charitable giving, you may have more flexibility for giving than you realize. Financial planner Haley Stinson is on a mission to help people understand their options for—and the advantages of—charitable giving. Together, she and host Michael Liersch talk about the appeal of donor-advised funds (DAF), eligible non-profit organizations, and how to shift your mindset about any guilty feelings regarding the tax benefits of giving.
Haley also has guidance about giving generously within your limits, frontloading your giving for a potentially more advantageous tax deduction, and the importance of working with a financial professional for solutions that truly fit you.
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Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.