Charitable Planning Options

Donor advised funds
If you want flexibility and great tax benefits, then a donor advised fund could be the way to go. You get an immediate tax deduction and can gift the money to non-profits in future years.
Highly-appreciated assets
Donating appreciated stock or mutual fund shares can be a great tax strategy. You avoid tax on the gain while deducting for the full market value.
Tax-free donation from IRA
You can make a tax-free donation from your IRA to a non-profit – avoiding tax on the distribution.

Articles Related to Charitable Gifting:

Year-End Tax Planning: Tax Benefits for Donor Advised Funds
Year-End Tax Planning: Tax Benefits for Donor Advised Funds

If you enjoy donating to charities that you support while also receiving tax benefits, a Donor Advised Fund may be a great option for you! In this post, we will explain what exactly a Donor Advised Fund is, and some of the tax benefits for Donor Advised Funds. What Is...

Support the Black Lives Matter Movement through Charitable Giving
Support the Black Lives Matter Movement through Charitable Giving

**Following the murder of George Floyd in Minneapolis on May 25th, our country has entered a period of civic unrest unlike anything we have seen before. As the Black Lives Matter movement continues to gain traction, many find themselves asking – how can I help? One of...

IRAs and Charitable Giving – Why You Shouldn’t Wait!
IRAs and Charitable Giving – Why You Shouldn’t Wait!

People often think about charitable giving towards the end of the year, but it might actually be better to start your planning now! The way in which you choose to give can have a big impact on the charity and your taxes. If you are currently taking or will be required...

How to Claim More Tax Deductions before the New Year
How to Claim More Tax Deductions before the New Year

Those who give shall receive tax deductions. There are a few different ways of donating to charity and receiving a benefit, even if you do not itemize your deductions. In this article, we will discuss how this is possible. Here are some ways to increase your tax...

Give a Little, Get a Little.

Call the financial professionals at Pathview Wealth Advisors to discuss how making charitable giving a part of your financial plan can help support the causes you care about as well as potentially offset your tax liabilities.

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