Tax-Smart Ways to Donate to Charities

Instructors
Barbara O'Neill

Only about 10 percent of taxpayers have sufficient qualified expenses to itemize tax deductions. This means for the great majority of taxpayers, writing a check to a qualified charity provides no direct tax write-off. Come learn about alternative tax-advantaged strategies for charitable gifting including gifting appreciated securities, qualified charitable distributions, bunching donations, charitable trusts, and donor-advised funds.