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Dyo: It’s Not a Loophole; It’s a Missed Opportunity | The Concierge CPA
Charitable gift financing has been IRS-validated for decades, yet many still avoid it.
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The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In this episode of the Concierge CPA podcast, host Dr. Jackie Meyer, CPA, puts a spotlight on a charitable tax strategy that sounds suspiciously modern — yet has been sitting in the tax code since 1978.
The strategy is called charitable gift financing, and, according to Meyer’s guest, Aleksander Dyo, founder and managing director of Wealth Excel, it remains largely invisible to many accountants despite decades of IRS validation.
Dyo frames the idea with a blunt comparison: Americans finance homes, cars, equipment — even vacations. So why not charitable giving?
Charitable gift financing allows high-income taxpayers to make significant philanthropic contributions by combining personal funds with borrowed capital, while claiming a charitable deduction for the full amount transferred to charity in the year of the gift.
This isn’t a loophole or a creative interpretation, Dyo says. It’s rooted in long-standing IRS guidance on the deductibility of charitable contributions made with borrowed funds, provided the funds are transferred to the charity in the same tax year.
In practice, that timing is everything.