The Tax-Smart Donor
Optimize Your Lifetime Giving Plan
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Want to make your charitable giving go further? This groundbreaking guide reveals how to maximize the impact of every dollar you donate through strategic tax planning. Rather than making ad hoc charitable gifts, learn how to develop an intentional lifetime giving strategy that leverages the tax code to your advantage. From simple techniques like bunching donations and giving appreciated stock, to advanced strategies involving charitable trusts and retirement accounts, The Tax-Smart Donor shows you how to be a more effective philanthropist at any income level. Whether you're making annual gifts...
Want to make your charitable giving go further? This groundbreaking guide reveals how to maximize the impact of every dollar you donate through strategic tax planning. Rather than making ad hoc charitable gifts, learn how to develop an intentional lifetime giving strategy that leverages the tax code to your advantage. From simple techniques like bunching donations and giving appreciated stock, to advanced strategies involving charitable trusts and retirement accounts, The Tax-Smart Donor shows you how to be a more effective philanthropist at any income level. Whether you're making annual gifts to your alma mater or planning a major charitable legacy, this essential resource will help you do more good while keeping more of your hard-earned money away from the IRS. "All or a portion of philanthropic contributions can generate significant tax deductions for the donor. That benefit, however, is far from automatic." -Warren Buffett
