Beyond Liberty
ADDITIONAL RESOURCES

ADDITIONAL RESOURCES

ADDITIONAL RESOURCES

Community Foundation of Santa Cruz is one of many community foundations that allows you to easily establish a donor advised fund. They handle all the administrative duties and documentation requirements.https://www.cfscc.org/blog/donor-advised-funds

IRS Charitable Contributions Guidelines provides more information on gifting property to qualified organizations.  
https://www.irs.gov/charities-non-profits/contributors/non-cash-donations

Schwab Charitable is an independent 501(c)(3) public charity with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. https://www.schwabcharitable.org

Fidelity Charitable has tools, worksheets and additional resources to assist you as you continue on your giving journey. https://www.fidelitycharitable.org/guidance/smarter-giving/tools.html

Morgan Stanley provides information on tax-efficient ways to make your giving go further:

https://www.morganstanley.com/articles/tax-efficient-charitable-giving