How to Choose a Tax Professional for Charitable Giving Strategies

Charitable giving can be simple, but larger gifts or gifts of appreciated assets benefit from coordination before the transaction occurs.

Ask about appreciated property

Donating appreciated securities or other assets can produce a different tax result from selling first and donating cash.

Ask about qualified charitable distributions

For eligible IRA owners, QCDs can have different tax effects from ordinary charitable deductions.

Ask about donor-advised funds and bunching

Combining several years of intended giving into one deduction year may be useful when itemizing thresholds matter.

Ask about substantiation

Larger or noncash gifts can require specific acknowledgments, appraisals, or forms.