Simple Charitable Planning Tips - Part One

Since we are in the midst of the season of giving, we thought this next blog series apropos. It is estimated that approximately 30% of a charity’s yearly donations are given to them in December.

So, you have a passion for a particular cause, and you’re thinking about making a donation to a charity in your Will or Trust, but you are not sure where to start.

Here are 3 tips we like to give people who are thinking about making a charitable bequest, but just aren’t sure where to start:

  1. Make a list of organizations, and do your due diligence
  2. Decide whether your gift will be for a specific or general charitable purpose
  3. Confirm your selected charity’s contact information

In our next post in this series, we will explain these tips.

We hope that you have found this information helpful. If you are interested in learning more about charitable planning, or about Estate Planning in general, please give us a call at (203) 651-5521 or you can use our online contact form HERE.
Categories: Charitable Giving, Taxes