Year-End Charitable Tax Planning Checklist
Category: Charitable Giving & Legacy | FinSeniors, Worthune.com
🎁Charitable Giving & LegacyCategory: Charitable Giving & Legacy | FinSeniors, Worthune.com The last few months of the year are prime time for charitable giving — and for good reason. Most tax-advantaged giving strategies have hard December 31 deadlines. Rushing at the last minute can cost you meaningful tax savings. This checklist walks you through everything to review and complete before year-end.
Step 1: Review Your Income & Tax Situation (October–November)
Step 2: QCD Planning (Age 70½+) — Complete by December 31
Step 3: Appreciated Stock Donations — Allow 5–10 Business Days
Step 4: Donor-Advised Fund Contributions — Deadline December 31
Step 5: Direct Cash Donations — Deadline December 31
Step 6: Non-Cash Donations (Clothing, Household Items)
Step 7: Documentation & Record-Keeping
Step 8: Final Year-End Review
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