Tax efficient giving strategies

Through philanthropy, donors can contribute to the causes they care about and support the community’s greatest needs. Once donors decide what causes to invest in, the next step is determining how. Deciding which strategy works best to optimize charitable giving while saving on taxes can be challenging.  

Our gift planning team is available to collaborate with donors and advisers on timely strategies that can provide tax benefits while giving back, such as bunching gifts into one year, or using a qualified charitable distribution from an IRA to offset the tax consequences of a required minimum distribution. Learn more about these strategies by clicking the resource thumbnails below.