Charitable Giving Tips & Tricks

Charitable giving holds significant importance, as it represents a crucial opportunity for individuals to make a positive impact on their communities and causes close to their hearts. Especially as the calendar year concludes, people often engage in philanthropy to maximize tax benefits, taking advantage of deductions for charitable contributions.

ACTEC Fellows explain what you need to consider regarding taxes, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.