Happy New Year! January offers the opportunity to examine our behaviors and goals and identify changes we’d like to make for ourselves and our families. A good resolution is specific, measurable, and often requires advance planning—not unlike charitable giving.
When making a gift, consider the specific purpose of the gift, how much of your budget you want to allocate for that purpose, and when to make the gift. Timing can be an important factor for major gifts based on your tax situation and vehicle for contributing.
Is your 2020 resolution to simplify? A donor-advised fund at CCF-LA streamlines your charitable giving by keeping all your gifts and grants in one place, with consistent and reliable reporting and communications and easy 24/7 online access. Sending money to your favorite charities can be done in one place and at your convenience.
Join our growing number of clients who have resolved to make meaningful charitable gifts this year through a donor-advised fund. It’s a resolution you’re sure to feel good about!