Tax-Efficient Charitable Giving for Regular Investors

Giving back is rewarding, and it can also be tax-efficient.

Donating Appreciated Stocks

Instead of cash, donate stocks that have gone up. You get a tax deduction and avoid paying capital gains tax.

Employer Matching

Many companies will match your charitable donations, doubling the impact of your gift.

Donor-Advised Funds

A tool that allows you to make a charitable contribution, receive an immediate tax break, and then recommend grants from the fund over time.