Tax time, are you prepared? Why pay taxes on money that you can donate to charities that you
believe in and support? Why pay more tax than you are required to pay?

With the increase in standard deductions, a vast majority of taxpayers do not itemize deductions.

However, this does not mean if you do not itemize you can not take advantage of charitable tax benefits.

Quick checklist for 2026
● Are you itemizing this year, or can you benefit from bundling deductions?
● Are your gifts cash, appreciated assets, or a mix? Do you understand the tax deduction
limits for each?
● Would a donor-advised fund suit your planning and give you flexibility in timing grants?
● Are you eligible for a QCD, and does your IRA distribution plan align with your RMDs?
● Do you have non-cash gifts? Do you have proper valuations and documentation?
● Have you consulted with a tax professional to confirm current IRS rules and state
considerations?

Tax rules change, and deduction limits depend on filing status, AGI and asset type.
Consideration of a charitable remainder trust and charitable lead trust can provide income or tax
benefits while supporting your charitable goals.

Always consult a tax professional to tailor your situation. I am available to meet with you as a
representative of the Rescue Outreach Mission to outline what you wish to do to support the
Mission. You can then take the information we discussed to your tax professional.