Tax Strategies for Smart Charitable Giving

Consider these opportunities for smart charitable giving:


Donor Advised Funds

Establish a Donor Advised Fund (DAF) to receive immediate tax benefits with the flexibility to support charities of choice over time. DAFs provide a simple, efficient giving solution, allowing the opportunity to take immediate action or create a long-term difference. This option can be a smart alternative to a private or family foundation.

Contact Shelly Bateman, Foundation Executive Director, at with questions or to find out how to make a grant from your donor advised fund.


IRA Qualified Charitable Distributions

Utilize a retirement account to make charitable donations. A Qualified Charitable Distribution (QCD) allows traditional IRA account owners aged 70 ½ and above to direct up to $100,000 each year to qualified charities without treating the distribution as taxable income. For more information on QCDs, click here.


Highly Appreciated Assets

Translate earnings into impact by donating stock or another appreciated asset. Instead of selling, donors receive a tax deduction based on the stock’s full market value and avoid capital gains taxes.

Contact Shelly Bateman, Foundation Executive Director, at for more information.


Charitable Bunching

Combine multiple years of charitable contributions in one calendar year to exceed the standard deduction in that year and receive maximum tax benefits for those donations. Donors can use a charitable fund, such as a DAF, to bunch or “stack” donations in a single year. Gifts to charitable funds are tax-deductible and the assets can be invested, so charitable dollars grow tax-free. Donors can use those assets to provide ongoing support for their favorite nonprofits, even in the years they claim the standard deduction.

Questions? Contact Shelly Bateman, Foundation Executive Director, at


Benefits of Smart Charitable Giving:

  • Create a personal legacy
  • Reduce estate taxes
  • Avoid capital gains tax on appreciated value
  • Preserve assets in perpetuity
  • Support your favorite charity or causes, like the Tri Sigma Foundation