Smartest Ways to Give Donor Flowchart

Our Smartest Ways to Give Donor flowchart is designed to help fundraisers during one-on-one conversations with donors who are looking for alternative ways to give beyond cash gifts.

Download our helpful flowchart to help your donors navigate what giving vehicle is right for them based on their financial situation and their charitable goals. The flowchart outlines options for giving outright gifts and gifts that pay back your donors. Follow the chart to identify what might be the best recommendation based on the donor's unique situation!

Below is an overview of what the flowchart outlines based on a few key questions.

Questions for giving outright gifts:

• Does the donor want to avoid capital gains tax and potentially receive a full deduction for the gift's value?
• Is the donor 70.5 or older & want to reduce their taxable income?
• Does the donor want to give without giving away any money or assets today?

Questions for giving gifts that pay back your donors:

• Is the donor looking for a way to make a significant irrevocable charitable gift that pays them?
• Is the donor expecting a large estate and want to reduce their estate tax?
• Is the donor looking to support charity while preserving wealth for heirs?

Complete the form on this page to access a PDF copy of the flowchart and use it in your next donor meeting!