Charitable Giving Tax Strategies

You love making a difference in the world by supporting good causes… And saving a little bit on your taxes is a nice kickback when you do.

The holiday season—and moments like Giving Tuesday—often inspire generosity. With the right planning, those gifts can also support your tax strategy at filing time.

Since the 2017 Tax Cuts and Jobs Act, many taxpayers don’t see a benefit from charitable giving deductions the way they used to. But there are still smart planning tools that can help, including strategies like bunching and donor-advised funds.

Beyond the tax side, charitable giving can strengthen your connection to the community, deepen relationships, and reinforce a positive company culture.

Ways we can help you structure charitable giving to potentially reduce your tax burden include:

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Donating appreciated assets such as stocks, bonds, or other securities

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Making a Qualified Charitable Distribution (QCD) from an IRA (when eligible)

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Grouping multiple years of gifts into a single tax year (“bunching”)

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Using a donor-advised fund to time deductions more strategically

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Incorporating charitable gifts into your estate or retirement plan designations

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Exploring advanced options such as charitable remainder trusts or charitable lead trusts

Year-end is a common time to give, but planning throughout the year can help you get more impact from every dollar—both for the organizations you support and for your overall tax picture. With charitable donations, how you give and when you give can matter as much as how much you give.

Ask to speak with one of our tax specialists to make a plan for your charitable contributions.

We partner with business owners year-round—because that's what it takes to lower taxes and support growth.

Our comprehensive package includes bookkeeping, tax planning, preparation, and advisory all working together so you have the insights and strategy you need to make confident decisions.

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