Charitable Giving Strategy Resources
Financially supporting a cause, such as Drugs & Diagnostics for Tropical Diseases (DDTD), can often include several different philanthropic intentions and strategies when considering charitable giving.
Below are a few resources to help you with your charitable donations. We recommend you work closely with your financial advisor while making these decisions.
A tax-advantaged way for IRA owners older than 70 ½ to support their favorite charities is to make Qualified Charitable Distributions (QCDs). This document reviews a few points to consider: QCD Fact Sheet
A unique way for individuals to contribute more to their favorite charities is to donate appreciated securities, such as stocks, mutual funds, or ETFs. This document highlights an example of the advantages: Gifting Appreciated Stocks
Given the provisions of the Tax Cuts and Jobs Act of 2017, many charitably-inclined taxpayers may need to alter their charitable giving strategy to receive a tax benefit. This document explains the benefits of a Donor Advised Fund (DAF) and the benefits of a charitable bunching strategy: Donor Advised Fund