Giving to charity is good. Giving strategically can make an even bigger impact.
Whether you’re passionate about your church, a local nonprofit, or a cause across the globe, there are ways to support what you care about while being tax-savvy.
Here are some smart ways to give:
▪️ Gifting appreciated stock – avoid capital gains while supporting your cause
▪️ Qualified charitable distributions (QCDs) – give directly from your IRA starting at age 73
▪️ Bunching donations – maximize deductions by grouping multiple years of giving
▪️ Donor-advised funds (DAFs) – simplify your giving over time
▪️ Charitable remainder trusts (CRTs) – create income for yourself while benefiting charity
When generosity meets strategy, you can create a legacy that benefits both the people and causes you care about most. Have questions?
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