The Pentera Blog
Whitepaper Presents 12 Strategies to Help Donors in 2021
Let's say you are working with a couple who say they are considering a large charitable gift to your organization and want to know whether current tax laws favor making the gift with cash or appreciated stock. Do you have a quick answer at your fingertips?
You'll have that answer if you read Pentera's whitepaper, "12 Strategies for Charitable Giving in 2021." It was released to Pentera clients in March and can now be requested by the industry at large here.
The whitepaper presents a dozen situations that donors may be facing this year, with succinct strategies for each situation that are easy to explain to donors.
The strategies can help donors who are single or married, planning to claim the standard deduction or planning to itemize, typically make cash gifts or want to use other assets, are retired or own a business, and more. All strategies are tied to the latest changes in tax laws.
Pentera has many other whitepapers that are helpful to planned giving professionals. You can read about them and request them at Pentera.com/whitepapers.
