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Charitable Giving
Giving strategies, vehicles, and what is actually deductible.
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Charitable giving is more effective when the vehicle and the timing are chosen deliberately. What you give, which account it comes from, and when it is given all affect both the charity's benefit and your deduction.
These guides cover building a giving strategy, comparing giving vehicles, and understanding which gifts are deductible.
Common Charitable Giving Vehicles
Donor advised funds, charitable trusts, and gift annuities each work differently. See a plain-language comparison.
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What Charitable Gifts Are Tax Deductible?
Deduction limits differ by asset type. See how cash, appreciated property, and QCDs are treated.
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What Issues Should I Consider When Establishing My Charitable Giving Strategy?
A giving strategy can accomplish more than the same dollars given without a plan. See where to start.
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