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Charity Volunteers

Charitable Giving

There are several strategies to explore for the charitably inclined. Below are a few of the more common strategies that we assist clients with. It is always a good idea to bring your tax professional into the discussion. 

Qualified Charitable Distributions

A QCD is a direct transfer from your IRA to a qualifying charity which goes toward satisfying your required minimum distribution.

Donor Advised Fund

A DAF allows you to make contributions to an account that deploys donations to charities over time, yet the tax deduction occurs in the year of the donation. 

Donate Appreciated Securities

By donating a highly appreciated security, you may be able to avoid the capital gains while also obtaining a charitable deduction.

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