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Special Report

Morningstar's Guide to Charitable Giving

'Tis the season for giving. Here are some smart charitable-giving strategies.

Charitable giving is invariably on many investors' to-do lists--year in and year out. After all, giving to a good cause provides a feel-good boost. But giving can have tax benefits, too.

"Charitable strategies involving investments have the potential to deliver greater tax benefits than making plain-vanilla cash contributions," says Morningstar director of personal finance Christine Benz.

There are many tax-savvy ways to give, including taking advantage of qualified charitable distributions, donating appreciated stock, and investing in donor-advised funds. And for those investors with substantial assets, charitable remainder trusts may be an option.

We've assembled a collection of article and video content focused on various strategies for giving.

Factors to Consider When Giving Charitable Donations
Charitable contributions can do good for others--and for your portfolio.

These Charitable Investment Strategies Deliver a 'Three-fer'
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio. 

Retirees: Make the Most of Your Charitable Giving
Retirement expert Ed Slott offers tips for maximizing tax savings using qualified charitable distributions.

How to Best Leave an IRA to Charity

Charitable giving can become messy when it involves multiple beneficiaries and retirement and nonretirement assets.

Clearing Up QCD Confusion
As this strategy becomes more commonplace, so do questions about how to execute it.

Is a Donor Advised Fund Right for You?
A look at some of the pros and cons of these increasingly popular investment vehicles.

5 Questions to Ask When Choosing a Donor-Advised Fund
Don't overlook these important considerations when selecting a donor-advised fund for charitable contributions.