Tax Season & Smart Giving
At tax time, finances are already top-of-mind — and for Americans who find themselves with a tax bill, one question surfaces: How can I reduce my taxable income this year so I won't owe again next year?
Charitable donations like gifts of appreciated stock, Qualified Charitable Distributions, Donor-Advised Fund grants, and crypto gifts can facilitate additional tax savings compared to cash. Shifting from cash giving to a smart gift could help your existing donors save on taxes and perhaps give more than they could from disposable income.
In this live session, we shared:
- Why tax season is an effective time to remind donors of smart giving options
- Outreach strategies for the campaign ("must haves" and "nice to haves")
- New engagement strategies for your email outreach
- Details of a survey to help your donors identify which smart may be best for them
- How to opt in to the campaign before the March 29th deadline
Take the post-training survey here.
