Guides ยท Finance
Charitable Giving Strategies
Give effectively and tax-smart
Charitable giving can use cash, appreciated assets, donor-advised funds, and employer matches; budget giving and document for taxes.
- donations
- daf
- appreciated stock
- match
- receipts
Budget and Choose
Set an annual giving budget and pick effective charities.
Give Tax-Smart
Use appreciated assets, matches, and DAFs where appropriate.
Document
Keep receipts and letters for tax records.