📝Worksheet2 min read

Annual Giving Plan & Budget

Category: Charitable Giving & Legacy | FinSeniors, Worthune.com

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Category: Charitable Giving & Legacy | FinSeniors, Worthune.com Charitable giving is most effective — and most satisfying — when it's intentional rather than reactive. This worksheet helps you map your giving for the year, align it with your cash flow and tax strategy, and make sure the causes you care about most receive the attention they deserve.

Part 1: Your Giving Values & Priorities

Before you set a budget, spend a few minutes reflecting on where you want your giving to have the greatest impact.

Part 1: Your Giving Values & Priorities

Part 2: Your Giving Budget

Part 3: Organization-by-Organization Plan

Part 4: Tax Coordination Checklist

Will my total itemized deductions exceed the standard deduction this year?

If not: should I bunch donations into this year (via DAF) to get above the threshold?

Do I have appreciated securities that would be better to donate than sell?

Am I 70½ or older with an RMD? Have I maximized my QCD for the year?

Am I making any gifts of $250 or more that require written acknowledgment from the charity?

Have I tracked non-cash gifts (clothing, household items) with a receipt and estimated value?

Have I kept receipts and acknowledgment letters for all charitable gifts?

Part 5: Recurring vs. One-Time Gifts

Part 6: Year-End Review

💡 This worksheet is for personal planning purposes only. Consult a tax advisor to confirm the deductibility and tax treatment of your specific charitable gifts.

Total given vs. budget: Did I stay on track?

Collect all acknowledgment letters and charitable receipts for tax filing

Review which organizations felt most impactful — continue, increase, or redirect next year?

Any organizations I want to add or remove from next year's plan?

Update estate plan if I want to add or change charitable bequests based on this year's experience

Schedule a mid-year and year-end giving review on my calendar for next year

Disclaimer: The information provided in this content is for general educational and informational purposes only and does not constitute financial, legal, tax, or medical advice. Always consult a qualified professional before making decisions about your retirement, healthcare, or estate planning. For full terms see worthune.com/disclaimer.

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