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Charitable Giving

Part of a complete financial plan is defining your approach to charitable giving and donations. Not only can you plan your gifts to have a higher impact for your charity of choice, you can also use giving to help manage your taxes each year.

Featured Articles

Effective Altruism: Give Back the Way You Invest—Empirically.

Effective Altruism is the simple idea that you can increase the value you give to the world by more thoughtfully applying your resources.

How to Donate Your Investments to Charity

Learn more about how you can donate shares directly to charity, which can result in tax benefits.

What Charity Navigator’s CEO Thinks about Betterment Charitable Giving

We wanted to learn how Betterment’s charitable giving service could affect the world of nonprofit development at large. So, we went to an expert: Michael Thatcher of Charity Navigator, the nation’s leading platform for helping donors make smart choices for their charitable donations.

Recent Articles

How Many Tax-Deductible Shares Can You Donate to Charity in a Year?

When you gift a security, there’s usually some difference between the gifted price and the amount you can deduct on your tax return.

How to Determine the Tax-Deductible Value of Donated Shares

As part of optimizing your portfolio for taxes, you should assess how much of your invested money you can donate to reduce capital gains tax, instead of donating cash.

Our Customers Donated Over A Million Dollars To Charity in 2018

In 2018, our customers donated over one million dollars to charity through their appreciated shares. Let’s aim for even more in 2019.

How to Maximize Your Tax Benefits from Charitable Donations

When you make charitable contributions, you can maximize the benefits of your tax bill by strategically planning how and what you’re donating.

How to Get the Most Impact Out of Your Charitable Donations

This holiday season, use Betterment and Agora to make sure your money is having as much impact as it could.

4 Ways to Share Your Wealth in the Season of Charitable Giving

Money is always appreciated by not-for-profit organizations, but people are increasingly giving their time, as well.

The Economics of Gift Giving Don’t Always Add Up

Think twice before you buy a token gift.

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