Planning for Strategic Charitable Giving

A meaningful part of your financial plan is your charitable giving.

Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Consider strategic giving when you:

  • Want to make a large charitable gift to offset your tax liability
  • Intend to make numerous and substantial charitable gifts upon your death
  • Typically claim the standard deduction
  • Want to retain control of the timing of the charitable distribution

To help you frame the decision regarding whether a donor advised fund is right for your situation, click here for a helpful flowchart. You’ll find that donor advised funds can enable you to optimize your tax planning while simultaneously streamlining and fulfilling your philanthropic goals.

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