Planning Your Giving

From Toolkit for Giving

As with any important endeavor in your life, thoughtful planning is an important part of charitable giving.

Giving Questions

Before sitting down with a professional advisor to determine how you would like to structure your giving, answer the Giving Questions below. Your honest, thoughtful responses to these questions will better prepare you for your discussions with your advisor, saving you time and money, and will help you and your advisor develop a charitable giving plan that best reflects your life's experiences, values, goals and passions.

  1. Why are you interested in charitable giving? (See Why Do We Give?)
  2. What would you like to accomplish with your giving? What are your passions, values and goals for your giving?
  3. How would you like to be involved in, or manage, your giving?
  4. How much money do you want to commit to your philanthropy during your lifetime and how much after your death?
  5. Do you want to involve others in your giving, either inside or outside your family? If so, who?
  6. Are there time-sensitive tax considerations influencing your giving decision?
  7. Are you comfortable with a legally binding commitment for a period of time?
  8. Do you need income from your financial assets now? If so, please describe these needs.
  9. Would you like your charitable giving to be part of your retirement planning? If so, in what ways?
  10. How have you given to charity in the past?

Next Steps

Professional Advisors

If you don't have a professional advisor to help you with your charitable giving plan, or would like more information, see Working with Professional Advisors.

Resources

To learn more about the giving options described in this Toolkit for Giving, see Donor Links.

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