Articles

Happy senior couple using digital tablet in kitchen at home

Donating Appreciated Stocks: A Tax-Efficient Giving Strategy

When considering making a charitable gift, cash is often the first option that comes to mind. It’s as simple as writing a check or making a payment directly online. However, if you want to make a significant impact and receive a double tax benefit, consider donating appreciated stocks. This approach not only supports our mission…

Five tried-and-true gift practices

In every field, from business to education to public policy, there are “best practices”—methods or techniques designed to ensure quality and produce optimal results. Charitable giving is no exception. While some best practices are subjective, there are tried-and-true concepts that all donors should keep in mind when planning a gift. Consider these five practices to…

To Claim a Deduction, Keep Track of Donations

Tax Day is behind us! What better time to start planning for next year’s taxes? Charitable gifts help others, but they also have important benefits for you. Many gift options offer the opportunity to claim a charitable income tax deduction. To do so, you’ll need the proper gift substantiation to satisfy IRS requirements. Charitable Gift…

Giving with a Personal Touch

The ritual of spring cleaning goes far deeper than dusting and vacuuming. It often includes taking stock of what we have, rethinking our needs and goals, and giving things away. Whether you are “spring cleaning” your home or your finances, there may be an opportunity to make a personal gift—one that has special meaning for…

Donor-Advised Funds: An Increasingly Popular Giving Tool

Anyone who wishes to make a charitable impact today has an incredible number of tools at their disposal. However, no giving option is experiencing a surge in popularity equal to the donor-advised fund (DAF). DAFs have increased massively in the past few years, with donations to donor-advised funds more than doubling from 2020 to 2022.…

A couple meets with a financial advisor to discuss creating a trust.

Choosing the Right Trust: CRTs vs CLTs

Many donors want to support our work while providing for loved ones or meeting other planning goals. A charitable trust is a powerful giving tool that can provide many benefits for you and for us. The type of trust you choose depends on your personal goals.