Welcome to the “Off the Wall” Podcast

Are you wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy? In this Off the Wall discussion, we’re changing things up. Monument’s Emily Harper, CFP® jumps into the hosting seat to interview Jessica L. Gibbs, CFP about all things charitable giving.

As a philanthropist, how can you do more than just “give back” to a charitable cause? How do you make a real impact with your time, skills, passion, and money? Should you become a board member for a non-profit? Let’s dive into it. In this Off the Wall chat, hosts David B. Armstrong and Jessica Gibbs welcome Meera Pillai, a retired IT professional turned philanthropist, to talk about the ways you can make an impact through philanthropy and board membership.

Looking to make a charitable impact AND save on taxes? Jessica Gibbs, CFP(R) discusses how to maximize the benefits of charitable giving, both for your personal finances and your charity of choice. Jessica shares her suggestions on how to define your charitable goals, and planning opportunities and solutions to consider that may help lower your taxes.