Guides / Life Events
Making Charitable Contributions
Giving generously and giving wisely aren't mutually exclusive. Start with a guide below.
Guides
- Charitable Contributions: How to Give Wisely Timing, structuring, and documenting gifts to make them count. Includes FAQ.
- Charitable Contributions of Property: Maximizing the Deduction Donating appreciated assets instead of cash, and what it takes to substantiate the deduction. Includes FAQ.
- What Records You Must Keep Relating to Your Charitable Contributions Receipt and documentation rules by gift size and type. Includes FAQ.
- Advanced Charity Techniques: Maximizing Your Deduction Donor-advised funds, charitable trusts, and other strategies worth knowing about. Includes FAQ.
- Fraudulent Charities: How to Protect Yourself Warning signs of a scam charity, and how to verify one before you give. Includes FAQ.
Not sure where to start?
The right giving strategy depends on your full financial picture. Talk it through with our team before you decide anything.
Schedule a ConsultationThis page is for general informational purposes only and is not tax, legal, financial, or investment advice. Consult a licensed professional before making decisions based on this information.