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Six Steps to Plan Your Charitable Giving



Giving season is around the corner, and thoughtful planning can help you maximize the impact of your charitable contributions. Here are six steps to consider as you plan for your charitable giving.

1. Define your charitable goals

Identify the causes that matter most to you and align your giving with your values, to help ensure your contributions are meaningful and impactful. Think about what motivates you — is it a desire to give back to your local community or help those who are less fortunate? Maybe you are passionate about arts and education. Giving from the heart is not only personally satisfying, but it can also drive a long-term commitment.

2. Evaluate your financial situation



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