Comprehensive Charitable Giving: 7 Steps to Create Positive Impact & Change

If you’re seeking to change a life or make a positive impact in your community, preparing a charitable giving plan is an essential first step in helping you to achieve your goals.

This guide outlines seven steps to take in order to maximize the positive impact of your hard-earned money.


  • Key elements to consider when compiling or updating your list of organizations that receive your donations.
  • Specific tax-advantaged financial vehicles that help maximize tax deductions related to charitable giving.
  • The one giving strategy that needs to occur in order to achieve and sustain the greatest positive impact of your charitable efforts.

Learn how to make a real impact within your community.

Click here to download the guide.