Researching a charity's mission, future plans and financial position is a great start to effective granting. Our resource center offers information and insights that can help you make a bigger impact.
Find a wealth of knowledge about different giving tools, how they can be combined and what's right for you.Learn More
Learn to make an impact with your charitable giving, the importance of due diligence, and factors for grant approvals.Download
There are so many ways to support the charities you believe in. But when it comes to tax-effective giving, we believe a donor-advised fund is the best option. Our resource center offers information and insight into the best and more effective ways to make a difference through charitable giving.
Use this worksheet to create a charitable plan. Start with a mission statement, state your giving goals and more.Download
What giving tool is right for you? Consider your giving preferences and align them with a giving tool.Download
Ensuring you receive the tax deduction you deserve from charitable contributions can be complex and confusing work. Giving through a donor-advised fund makes tax time easier. In this section, you will find information about taxes, required minimum distribution, qualified charitable distributions, and more.
Did you know: Different giving tools can influence both valuation and deductibility? Learn more about gift valuation and reporting.Learn More
Different nonprofits required different due diligence. The good news: We have you covered.Learn More
It's up to you to value your contribution, and here's some information that can help.Download
Use our cost calculator to estimate your expected all-in fee for the assets you wish to donate. Start by adding the dollar amount of the assets you wish to give. Clicking calculate fees will take you to the calculator page and the calculator will walk you through the rest.