News & Events | Give Smart: Bunch Now. Save Time and Taxes Later. | Truman Heartland Community Foundation

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Give Smart: Bunch Now. Save Time and Taxes Later.

With Giving Tuesday and the year-end approaching, many charitable people are looking for ways to maximize their 2019 gifts to charity and tax savings.

Like a charitable giving savings account, a Donor Advised Fund is an ideal way to receive an immediate income tax deduction, manage gifts to multiple nonprofits and strategically plan for future gifts. A Donor Advised Fund at Truman Heartland Community Foundation keeps all of your giving records in one place, so you stay organized and ready for tax time.

Additionally, with the higher standard deduction, many people are using a Donor Advised Fund and charitable bunching to make the most of their giving. With charitable bunching, you put two- or three-years’ worth of charitable contributions into your Donor Advised Fund. This allows you to exceed the new standard deduction and provides additional tax savings for 2019. Then in the following years you take the standard deduction and continue to support your favorite charities by making grants from your Donor Advised Fund.


Learn More About Charitable Bunching with a Donor Advised Fund

Download our Comprehensive Charitable Bunching One-Sheet and discuss this strategy with your professional advisor. You can also make an appointment to meet one-on-one with Phil Hanson to learn more about Donor Advised Funds and options for meeting your charitable giving goals.




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