Charitable giving can play a meaningful role in a financial plan, but aligning your resources, priorities, and values often requires thoughtful preparation. Deciding which organizations to support, when to give, and how to structure your gifts are important steps that benefit from a clear, intentional strategy.
To help you think through the process, we’re sharing a checklist highlighting some key considerations, including:
- Philanthropic motivations and goals
- Cash flow and timing of gifts
- Selecting which assets to contribute
- Tax planning and potential deductibility
Our aim is to help you better understand how charitable giving can fit into your financial plan and potentially enhance it. If you have any questions or want to review your particular situation, we’re here to help.
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Professional advisors should be consulted before implementing any of the options presented. Information contained in this publication is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. This is a representation of a general case scenario, however individual client timeline and experience may vary due to one’s unique circumstances.