Build your giving plan
Ready to take your giving to the next level? Our guide to building a giving plan is a great place to start. Each stage includes information, activities, tools, and resources to help you give more thoughtfully and strategically—and make a more meaningful impact on the causes you care about. You can explore all the stages together or just focus on the topics that align with your immediate needs.
Identify your goals
Identify your goals
Giving with specific goals in mind can be more rewarding and effective than giving on impulse. In this section, you'll learn to:
- Find and narrow your focus
- Involve your family in your giving
Establish your giving structure
Establish your giving structure
Once your goals are set, it's time to decide which assets you'll give and how you'll give them. In this section, you'll learn to:
- Determine the tax-deductibility of charitable organizations
- Learn the guidelines for donating non-cash assets
- Select your charitable giving vehicles
Create a giving plan
Create a giving plan
With a monthly charitable giving budget, you can give more strategically to organizations when they need it most. In this section, you'll learn to:
- Set a three-year giving budget
- Choose which organizations to support
Implement and refine your plan
Implement and refine your plan
With your giving strategy in place, it's time to put your plan into action. In this section, you'll learn to:
- Determine your gift's purpose, frequency, and terms
- Track, review, and refine your charitable plan
Explore additional strategies
Explore additional strategies
Donating cash and assets isn't the only way to make a difference. In this section, you'll learn to:
- Contribute your time, talent, and ties
- Learn and give with others
- Identify different approaches to solving social problems
- Learn more about different charities
