Overview

This course will help explain what charitable giving is and why you should incorporate your charitable giving into overall wealth planning. Just as you plan for retirement or save for college, you need to plan for charitable giving to ensure it's satisfying and effective for you and your beneficiaries.

Objectives

When you complete this course, you will:

  • Recognize what "giving" actually is
  • Identify what makes a qualifying nonprofit
  • Determine if your financial plan reflects your values
  • Make more informed decisions on where charitable donations go
  • Uncover strategies to make your donations go further
  • Foster family giving traditions now and continue to support your charities beyond your lifetime
Course Outline
Title Type Highlight
1. Charitable Giving: 4 steps to smarter giving Video
Learn what charitable giving is and why it should be a part of your overall financial plan.
2. Sizing up nonprofits for your charitable donations Article
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Read this article to learn what makes a qualifying nonprofit and its importance to your financial plan.

Read this article to learn what makes a qualifying nonprofit and its importance to your financial... More
3. Passion meets philanthropy Article
Learn how one woman's newfound midlife passion reshaped her family's charitable giving efforts.
4. 4 steps to boost your charitable giving IQ Article
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Use the 4-step process per "boost your giving IQ": discover your mission, create an action plan, choose the right nonprofits, and amplify your impact.

Use the 4-step process per "boost your giving IQ": discover your mission, create an action plan,... More
5. Giving smart Article
Read how to ensure your plan properly and take taxes and legal considerations into account.

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