2022 Gift Planning Guide

Gift Planning Guide cover

People make charitable gifts because they care and want to make a difference. However, the amount, timing, and type of their charitable gifts may be influenced by tax consequences, and they certainly will be affected by the donors' financial circumstances.

This guide is about new developments to take into consideration in your year-end planning. Some of these developments have caused certain types of gifts to become more financially appealing. The others pertain to federal tax changes effective in 2022 regarding the tax benefits of various charitable gifts.