Tag: Tax Planning

Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

If you want to donate to a charitable organization, it’s important to know your options.

In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF). Jen explains how with a donor-advised fund, you can give more to your charity of choice while revealing how to donate before, during, and after retirement through effective tax planning.

Jen discusses:

  • How Essex County contributes to charitable giving 
  • Ways the foundation promotes equity within the community
  • Why community foundations are essential for financial donations 
  • How donor-advised funds increase the value of donations while reducing stress over decision making
  • Where charitable giving fits within retirement planning and IRA minimum distribution 
  • And more!

Connect with Jen Mayo

Connect with Iván Watanabe:

About Our Guest:

As Essex County Community Foundation’s assistant director of gift planning and advisor relations, Jennifer Mayo focuses on building strong relationships with area professional advisors, who play a key role in expanding support for the region’s nonprofit organizations and collaborative efforts to tackle systemic social challenges. She also provides charitable gift planning and support to Essex County donors as they make decisions about their philanthropic giving and consider a donor-advised fund with ECCF.