You want your giving to make a difference. The right strategy can help you maximize your charitable impact while making the most of available tax benefits.
The Smart Giver's Guide shares five strategies to help you give more efficiently, keep more, and create a lasting legacy.
What's Inside the Guide?
Give Stock, Not Cash
Learn how donating appreciated investments can help avoid capital gains tax while potentially providing a charitable deduction.
Use Your IRA to Give Tax-Free
See how Qualified Charitable Distributions can satisfy RMDs while keeping the withdrawal out of taxable income.
Open a Donor Advised Fund
Discover how to receive an immediate tax deduction while deciding when and where to give.
Bunch Your Giving
Learn how combining multiple years of charitable gifts may help unlock greater tax benefits.
Leave a Legacy
Explore ways to include charitable giving in your estate plan through wills, trusts, and beneficiary designations.
Give More. Keep More. Make It Count.
Your charitable giving strategy matters. With the right approach, you may be able to increase your impact, maximize tax benefits, and support the causes you care about for years to come.
Get The Smart Giver's Guide and discover five tax-savvy strategies for making your charitable giving go further.