A multi-year charitable giving plan organizes donations across several years to amplify impact and optimize...
Gifting illiquid assets (real estate, art, private business interests, collectibles) can magnify charitable...
Payroll-deducted donations let employees give regularly through payroll and claim tax deductions when...
Donating appreciated real estate can avoid capital gains tax and produce a large charitable deduction...
Charitable giving anchors a family business’s legacy and helps manage succession by aligning values,...
Impact investing uses capital to seek measurable social or environmental outcomes alongside financial...
Qualified Charitable Distributions (QCDs) let IRA owners age 70½ or older transfer IRA funds directly...
Gifts of stock and other non-cash donations let donors give appreciated assets—stocks, bonds, real estate,...
Tax-smart giving uses legal, tax-efficient strategies—like donating appreciated assets, using donor-advised...
Donating appreciated securities lets you give more to charity while avoiding capital gains tax and potentially...