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:

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.

Reducing RMDs With QCDs

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

Charitable Donations: The Basics of Giving

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

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?

Cash Flow and Philanthropy: Charitable Remainder Trusts

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

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.

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.

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.

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.