First Steps l Giving Options

First Steps 

First Step:
Think about the charity or cause you’d most like to help. Maybe you or someone you know has benefited from the service of a particular organization. Maybe you’re an active volunteer or believe in the mission of a specific organization.

Second Step:
If you need more help or you need to know more about a particular organization, do some investigating. Call the charity directly and ask to meet with them. Find out what opportunities are available for giving, and how your gift will allow them to continue their good work. If you wish to be recognized for your generosity (or wish to be anonymous), ask them about their donor recognition policy. Here's who to talk to if you need assistance.

Third Step:
Talk with your family and loved ones and make them aware of your intentions so they can support your achieving your charitable goals. Let them know how you wish to be recognized if the gift will be realized after your death.

Fourth Step:
Consult the appropriate professional advisors. Your lawyer, financial planner and/or tax accountant will help ensure the type and timing of your gift is appropriate to your financial situation and maximizes the advantages to you and to the charity. Here's who to talk to if you need assistance.