Charity impact research — evaluate organizations before giving
Research
Give to organizations and causes near and dear to our family
Decide
Donation budget and allocation — set total giving amount
13Research
Employer matching gift program — check eligibility and submit
Research
Donor-advised fund (DAF) — contribute and recommend grants
Research
Make year-end donations by December 31
Act
Non-cash donations — clothing, furniture, household goods
Decide
Volunteer time tracking — eligible for mileage deduction
Act
Collect and organize donation receipts for tax filing
Receipt
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Year-End Charitable Giving Plan & Donation Checklist

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