Effective Granting

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.

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Giving Tools

Find a wealth of knowledge about different giving tools, how they can be combined and what's right for you.

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Effective Granting

Learn to make an impact with your charitable giving, the importance of due diligence, and factors for grant approvals.

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Plan to make a difference

When considering your charitable strategy, timing is important. Learn more about why timing in important

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Giving

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.

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Create your charitable plan

Use this worksheet to create a charitable plan. Start with a mission statement, state your giving goals and more.

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Compare giving options

What giving tool is right for you? Consider your giving preferences and align them with a giving tool.

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High-impact Philanthropy

This video features Kat Rosqueta, the founding executive director of the Center for High Impact Philanthropy.

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Taxes

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.

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Taxes & Complex Assets

Did you know: Different giving tools can influence both valuation and deductibility? Learn more about gift valuation and reporting.

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Importance of due diligence

Different nonprofits required different due diligence. The good news: We have you covered.

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Value your contribution

It's up to you to value your contribution, and here's some information that can help.

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What the new tax law means for you

Understand how the current tax laws affect your charitable giving.

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Cost Calculator

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. 

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