Donor advised funds
Charitable Remainder TrustS
Highly-appreciated assets
Tax-free IRA donations
non-cash contributions
Charitable Planning
Support the causes important to you.
Make Charitable Donations A Part of your Financial Plan
Plan your gifting in Advance!
The way in which you choose to give can have a big impact on your taxes as well as the charity you plan to support. Planning how you’ll donate in advance can help you meet your charitable goals in the most tax-efficient way possible.
Tax Deductions for Gifting
There are a many ways of donating to charity and receiving a benefit. Even if you do not itemize your deductions, charitable donations may still offset your tax liabilities and reduce the amount of taxes you’d otherwise pay.
Charitable Planning Options
Donor advised funds
Highly-appreciated assets
Tax-free donation from IRA
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Give a Little, Get a Little.
Call the financial professionals at Rowling & Associates to discuss how making charitable giving a part of your financial plan can help support the causes you care about as well as potentially offset your tax liabilities.