Articles
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…
Read MoreTo 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…
Read MoreGiving 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…
Read MoreDonor-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.…
Read MoreChoosing 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.
Read MoreA Gift from Your IRA: Two Tax-Wise Ways to Provide Critical Support
The traditional qualified charitable distribution (QCD) is a gift you make directly from your IRA to Citizens & Scholars. Consider the benefits.
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