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Tax Planning, Estate Planning

Common Deductible Charitable Gifts

Updated 12/1/2024

Many clients like to donate to charity, but they may not be doing so effectively. As financial advisors, it’s our job to ensure our clients maximize the outcomes of their deductible charitable gifts. That’s where this guide steps in.

With this summary guide, you’ll be able to quickly navigate the common deductible charitable gifts clients can give, the AGI limitations for deductions, and whether any other special rules apply. This summary guide covers some key components of deductible charitable gifts, such as:

  • What types of assets can be gifted.
  • The valuation metrics used for specific assets that are gifted.
  • How the type of charity impacts one’s ability to make a charitable gift and receive a deduction.
  • AGI limitations associated with deducting charitable gifts.
  • Any forms or appraisal requirements that may be needed.
Related Guides
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning, General
Can I Make A Mega Backdoor Roth Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning
AGI/MAGI Summary Guide
Category: Tax Planning

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