Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.
“Giving in December? Appreciated stock beats cash for most donors.”
“Big income year? A donor-advised fund lets you deduct now and give over time.”
“Over 70½? Giving from your IRA can lower your taxes more than writing a check.”
“Leaving money to charity at death? IRA dollars are the best ones to give.”
“Thinking about a family foundation? A donor-advised fund may do the same job with less work.”
“Selling a highly appreciated asset? A charitable remainder trust can spread the tax and give income.”
“Want your kids involved in giving? A family giving plan builds values.”
“Not itemizing anymore? Bunch two years of giving into one.”
“Giving appreciated crypto or private shares needs a charity that can accept it.”
“Tithing on irregular income? A giving account makes it consistent.”
Make a video about one See advisors for people planning their charitable giving
General education, not financial advice. Check rules and figures against current law before you publish.