Turn your year-end giving into a longer-term charitable giving strategy.

  • Even as you strive to be tax-efficient and timely in your year-end giving, those gifts can be part of a longer-term charitable giving strategy.
  • Giving for the long term requires a plan for what charities to support, what assets to give, and what structures to use.
  • Including your family in the process and looking at gifting as a long-term expression of your values can create a fulfilling and lasting family legacy.

We often think of Thanksgiving and Giving Tuesday as ushering in the year-end charitable giving season. Year end, of course, is not only a time for gratitude, as families gather for the holidays, but also a time to start organizing financially for the close of the calendar year. But year-end giving does not need to be short-term giving. So even as you strive to be tax-efficient and timely in your year-end giving, those gifts can be part of a longer-term charitable giving strategy.

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