Charitable donation guide

The Charitable Donation Guide for Busy People

If you’re ready to build a smarter giving strategy that maximizes your tax benefits and makes your donation dollars go further, our free visual charitable donation guide can help.

Designed as a visual chart to help you instantly understand your options, this free guide will make it easy for you to navigate what types of assets can be gifted, as well as the tax rules that apply to each type of donation at a glance.

From cash to real estate to qualified charitable distributions, for each type of donation you’ll be able to track:

  • The tax benefits it gives you
  • How its value is determined
  • Your AGI limitations
  • Your carryover allowances
  • And more!
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