Charitable Giving: Strategies and Tools
Explore different ways to give effectively, beyond cash donations. Learn about appreciated asset donations, donor-advised funds, and qualified charitable distributions to maximize your impact while optimizing tax benefits for charitable giving.
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Presentation Transcript
THE STATE OF CHARITABLE GIVING https://curtisgroupconsultants.com/giving-usa-2020-giving-reached-over-400-billion/
UNDERSTANDING WAYS TO GIVE Most common way to give? Cash: Convenient Easily recorded Immediate impact Although convenient, is cash always our most tax- efficient way to give?
PERSPECTIVE ON GIVING CASH Average Inflation Rate 1914-2022: 3.26% Leads to Loss of Purchasing Power Challenges for Nonprofits: General Expense Increases (utilities, maintenance) Employee/Staff Compensation & Insurance Building Improvements or Special Projects Activities and Program Expense Increases
Charitable Planning Tools and Techniques
APPRECIATED ASSET DONATION: DETAILED EXAMPLE
QUALIFIED CHARITABLE DISTRIBUTION
QUALIFIED CHARITABLE DISTRIBUTION
DONOR ADVISED FUND (DAF) Account Name Professional Investment Management Give Over Time at Your Convenience Cash or Appreciated Securities Charity Charity DAF DONOR Charity Capital Gains Tax Avoidance & Income Tax Deduction
