We all want to make a difference with our giving. This course explores ways to ensure your giving makes a difference. I’ll show you ways to give that provide more dollars to your favorite organizations and may save you money on taxes.This course will provide valuable resources on giving. You’ll develop a giving plan that supports what you value most while potentially saving taxes or taking care of your family. Tax discussions in this course focus on United State income and estate taxes.The course is divided into four sections that each ask an important question about giving.Who should I give to?You’ll clarify the values and causes most important to you. Knowing your values helps you pick organizations that support those values. I show you how to find organizations and how to evaluate how good they are at fulfilling their missionWhat should I give?I’ll explain the pros and cons of giving cash, donated goods, and investments. Giving isn’t limited to money or assets. You can also volunteer at organizations and buy from for-profit companies that support your valuesHow should I give?You have many options besides giving directly to charities. These options may give you tax savings. One very popular option that’s growing quickly is donor advised funds. Other options discussed in this course include foundations, charitable trusts, charitable gift annuities and pooled income funds
I’ll also discuss the pros and cons of designating your funds or leaving them undesignated so the organization can choose the best use of the funds.When should I give?I show you how batching donations could increase your tax deductions. You may be able to save taxes by donating your IRA funds. Wills and life insurance are two ways to provide significant gifts to leave a legacy to your favorite charities .
The goal of this course is not to encourage you to give more or change who you’re giving to
Facilities
Location
Start date
Online
Start date
Different dates availableEnrolment now open
About this course
Discover ways to give that may reduce your United States federal income tax
Assess charities for their effectiveness
Match your values to charities that promote your what you value
Identify the best resources to donate
Develop a giving plan
Questions & Answers
Add your question
Our advisors and other users will be able to reply to you
We are verifying your question adjusts to our publishing rules. According to your answers, we noticed you might not be elegible to enroll into this course, possibly because of: qualification requirements, location or others. It is important you consult this with the Centre.
Thank you!
We are reviewing your question. We will publish it shortly.
Or do you prefer the center to contact you?
Reviews
Have you taken this course? Share your opinion
This centre's achievements
2021
All courses are up to date
The average rating is higher than 3.7
More than 50 reviews in the last 12 months
This centre has featured on Emagister for 4 years
Subjects
Tax
Life Insurance
Insurance
Stocks
Options
Charity
Course programme
Introduction
1 lecture04:00Introduction preview
Introduction
1 lecture04:00Introduction previewIntroduction previewIntroduction previewIntroduction previewIntroduction preview
Who Should I Give To?
6 lectures06:43Activity explanation: Assess your valuesActivity: Your valuesFind organizations that match your valuesAssessing OrganizationsActivity: Charitable organization information websitesGiving plan
Who Should I Give To?
6 lectures06:43Activity explanation: Assess your valuesActivity: Your valuesFind organizations that match your valuesAssessing OrganizationsActivity: Charitable organization information websitesGiving planActivity explanation: Assess your valuesActivity explanation: Assess your valuesActivity explanation: Assess your valuesActivity explanation: Assess your valuesActivity: Your valuesActivity: Your valuesActivity: Your valuesActivity: Your valuesFind organizations that match your valuesFind organizations that match your valuesFind organizations that match your valuesFind organizations that match your valuesAssessing OrganizationsAssessing OrganizationsAssessing OrganizationsAssessing OrganizationsActivity: Charitable organization information websitesActivity: Charitable organization information websitesActivity: Charitable organization information websitesActivity: Charitable organization information websitesGiving planGiving planGiving planGiving plan
What should I give?
6 lectures08:48Cash and donated goodsStocks, bonds, buildings, and other investmentsVolunteeringBuying from for-profit companies that support your valuesActivity explanation: What to giveIRS tax resources for charitable giving
What should I give?
6 lectures08:48Cash and donated goodsStocks, bonds, buildings, and other investmentsVolunteeringBuying from for-profit companies that support your valuesActivity explanation: What to giveIRS tax resources for charitable givingCash and donated goodsCash and donated goodsCash and donated goodsCash and donated goodsStocks, bonds, buildings, and other investmentsStocks, bonds, buildings, and other investmentsStocks, bonds, buildings, and other investmentsStocks, bonds, buildings, and other investmentsVolunteeringVolunteeringVolunteeringVolunteeringBuying from for-profit companies that support your valuesBuying from for-profit companies that support your valuesBuying from for-profit companies that support your valuesBuying from for-profit companies that support your valuesActivity explanation: What to giveActivity explanation: What to giveActivity explanation: What to giveActivity explanation: What to giveIRS tax resources for charitable givingIRS tax resources for charitable givingIRS tax resources for charitable givingIRS tax resources for charitable giving
How Should I Give?
5 lectures14:13Direct donation to charityDonor advised funds and donationsMixtures of giving and receivingDesignated, undesignated, and endowment givingActivity explanation: How to give
How Should I Give?
5 lectures14:13Direct donation to charityDonor advised funds and donationsMixtures of giving and receivingDesignated, undesignated, and endowment givingActivity explanation: How to giveDirect donation to charityDirect donation to charityDirect donation to charityDirect donation to charityDonor advised funds and donationsDonor advised funds and donationsDonor advised funds and donationsDonor advised funds and donationsMixtures of giving and receivingMixtures of giving and receivingMixtures of giving and receivingMixtures of giving and receivingDesignated, undesignated, and endowment givingDesignated, undesignated, and endowment givingDesignated, undesignated, and endowment givingDesignated, undesignated, and endowment givingActivity explanation: How to giveActivity explanation: How to giveActivity explanation: How to giveActivity explanation: How to give
When Should I Give?
6 lectures11:25Developing a giving planPeriodic givingBatching donationsIRA donationsWills and life insuranceActivity explanation: When to give?
When Should I Give?
Additional information
Very simple understanding of what a U.S. tax deduction is