Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri

Welcome everyone to the 83rd edition of Bogleheads on Investing. In this episode, we're going to talk about the tax benefits of charitable giving with Phil Demouth, who wrote a new book, The Tax smart donor. Optimize your lifetime giving plan. This is a topic I thought I knew a lot about, but I did not.

And what I learned is that donating haphazardly is not optimal, and that a lifetime giving plan is an important part of your long-term financial plan. Hi everyone, my name is Rick. Ferry and I am the host of Bogleheads on Investing. This episode, as with all episodes, is brought to you by the John C. Bogle Center for Financial Literacy, a nonprofit organization that is building a world of well-informed, capable, and empowered investors.

Visit the Bogle Center at Boglecenter.net where you will find a treasure drove of information, including transcripts of these podcasts. Before we begin, I have one special announcement. Tickets for the 2025 Bogleheads Conference are now on sale at boglecenter.net. This year's conference will begin at noontime on Friday, October 17th and run through noontime on Sunday, October 19th. It will be at the Hyatt Regency San Antonio Riverwalk Hotel, a beautiful location for

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