The Giving Playbook: Smart Moves for Lasting Impact

Published On: November 6, 2025

In football, every great play starts with a solid game plan, and generosity works the same way. Giving feels good, but giving wisely wins championships. Today, John breaks down the playbook for smart, purposeful generosity and shows you how to make every dollar count. Because when it comes to giving, it’s not just about moving the ball, it’s about leaving a lasting legacy on and off the field.

Here’s some of what we discuss in this episode:

📅 When to Give: Timing your donations for both impact and efficiency

🎁 Non-Cash Giving: Donating appreciated stocks, property, or other assets

💵 How Much to Give: Setting intentional goals without losing flexibility

💰 Tax Efficiency: Making the most of deductions and donation timing

🏦 Qualified Charitable Distributions (QCDs): A tax-smart way to give from your IRA

Go Inside the Episode:

0:00 – Intro

1:34 – Know Your Motivation: Why Do You Want to Give?

4:27 – Timing Your Giving: When Should You Give?

06:21 – Above The Line Tax Deductions

8:35 – What Should I Give? (Options for Giving Besides Cash)

10:15 – QCD

13:51 – Charitable Trusts

Resources:

Get in touch with us: https://mearsmoney.com/

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM

Check out John’s FREE Books: https://je9gekmc.pages.infusionsoft.net/

Advisory services offered through Mears Money Management, Inc., an RIA registered in the states of California and Texas. CA Dept of Insurance License #0685203. Mears Money Mangement Inc is an investment advisory firm managing $27,809,479.00 (December 2023) for families nationwide. We provide prudent investment solutions firmly grounded in Nobel Prize-Winning academic principles, global diversification, and life-long investing. This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Mears Money Management Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Past performance is no guarantee of future results. All investing involves risks and costs and clients may experience a loss. Your advisor/coach can provide you with more information about the risks and costs associated with specific programs/investments. Information presented on this website is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions contained on the resources published do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information and may not be suitable for members of the listening audience. These resources are based on the views of Mears Money Management, Inc. Other persons may analyze investments and approach investing from a different perspective from that reflected in this video. Nothing included herein is intended to infer that the approach to investing espoused in this video will assure any particular results. Actual results of accounts/assets under Mears Money Management Inc management may differ materially from results shown herein because of differences in the account inception dates, account restrictions and asset acquisition dates. Also, it is not possible for any account performance to precisely match an index since indexes are unmanaged and investors cannot invest directly in any index.

© 2026 Mears Money Management, Inc.