Charitable Giving

Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations. Or explore other financial planning topics:

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Financial Planning

Jodi's Story: How Can You Find a New Career Later in Life?

How one woman changed careers—and found a path that fit with her values.

RMDs

Reducing RMDs With QCDs

A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.

Charitable Giving

Charitable Donations: The Basics of Giving

Helpful tax tips for your charitable contributions, including stock donations.

Charitable Giving

Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One?

How did one woman honor her twin sister through a charitable gift?

Trusts

Cash Flow and Philanthropy: Charitable Remainder Trusts

A charitable remainder trust can provide a tax break and income for life.

Charitable Giving

Is a Private Foundation Right for You?

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

Charitable Giving

Tax-Smart Charitable Giving

If you're deciding between taking the standard deduction or itemizing, learn three tax-smart ways to get a tax deduction for your charitable giving.

Charitable Giving

Sharing the Joy of Giving with Your Family

How to make philanthropy a family affair.

Charitable Giving

5 Steps to Make the Most of Charitable Giving

When it comes to charitable giving, the way you give can be even more important than how much you give.

Charitable Giving

Let's Make Holiday Gift Giving More Meaningful

As we enter the holiday gift giving season, let's think outside the metaphorical—and physical—box.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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