Tips for Giving Wisely
We are available at any time to assist with your giving plans and strategies.
Budget for giving
Plan your philanthropic giving as part of your budget just as you would other financial obligations.
Be an informed giver
Don’t be afraid to ask questions when you’re asked to give, including the specific name of the solicitor and his or her relationship to the organization, how much of your gift will be used for overhead, the specific projects the money will go toward, and other information that is important to you. Give only when you feel comfortable that your dollars will be going to support an organization you know and believe in.
Keep the right records
For gifts you make to any charitable fund at the Foundation (a fund you establish or any other fund), you will receive from us a properly worded receipt as a confirmation of these tax-deductible contributions.
Ask about matching gifts
Many employers match gifts made by their employees or make grants to organizations recommended by employees. Be sure to ask your company if it can help your gift to stretch even further.
Consider alternative forms of giving
Don’t overlook the benefits you and your favorite charity can receive when you consider bequests, charitable gift annuities, gifts in-kind, endowments and many other creative forms of giving. Ask your tax advisor or attorney to help create the best plan for you and your family.
In addition to financial support, consider giving your time and skills. Not only will you help the organization, but you’ll also make contacts, hone your skills, and learn more about the charitable cause to which you’re committing your time and money.
Don’t forget you have the right to say no
Give generously when you can, but if you’re unsure or feel uncomfortable—or if an organization simply falls outside your plan for giving—don’t be afraid to say no. Or, ask for more information and take more time to think before making your decision.
Be a proactive giver!
You don’t have to wait to be asked. Plan a giving strategy in advance. Consult with our staff about how your gifts can be most effectively used and where you can make a real difference in the community.
We are here to help you with all aspects of your giving.