Make the most of financial contributions.

Quick Tax Tip
With Art Werner
CPE Today

When it comes to charitable giving, many people think of writing an annual check to their favorite nonprofit. However, strategic charitable planning is much more than just making a yearly donation—it’s about aligning generosity with effective tax strategies to maximize impact while benefiting both the donor and the recipient.

Whether you’re considering making gifts during your lifetime or planning your estate, understanding the best ways to direct your assets can create meaningful tax advantages while supporting causes that matter most to you.

“Charitable planning goes well beyond just saying, ‘I’ll make a donation,’” Werner explains. “It involves estate planning, asset allocation, and structuring gifts in ways that are both tax-efficient and personally meaningful.”

Donating to charitable organizations offers more than just a feel-good moment. With proper planning, taxpayers can leverage their generosity to reduce taxable income, manage estate taxes, and optimize their financial legacy.