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As the season of giving approaches, now is a good time to revisit your charitable giving strategy. Whether you're considering a one-time gift or building philanthropy into your long-term financial plan, our checklist can help you think through the key decisions involved.
Charitable giving can go beyond writing a check. Phoenix Hafen of UI Charitable explains how donors can use Bitcoin, appreciated securities, private business interests and other assets to give more tax-efficiently — and how DAFs can help separate the timing of tax deductions from charitable giving.
Market volatility, capital gains, charitable giving – all can play a role in your year-end tax strategy. The right moves now can have a meaningful impact on your investment, estate, and long-term goals.
Make your giving more impactful. This guide explains how to weave philanthropy into your financial plan through strategic vehicles, tax-efficient methods, and intentional family involvement.
Are you maximizing your charitable impact? Donor-advised funds allow tax-free growth and easy grantmaking, while private foundations provide full control and the chance to engage in direct programs. Find out here which vehicle fits your goals and legacy plans.
By being proactive in your financial planning, you can ensure that you handle an inheritance responsibly – honoring both the legacy of the person who left it, and your own financial future.
Qualified charitable distributions from an IRA provide individuals over 70½ with a way to receive income tax savings on charitable gifts – even if they decide to take the newly increased standard deduction.
Having trouble making giving a habit? Discover how you can support your favorite causes and charities by making one-time or recurring donations in seconds, through Daffy.
