Most nonprofit donation pages show one button: "Donate Now." They leave 88.6% of their donors with zero tax benefit — and leave millions in structured giving on the table.
We build a complete Strategic Giving Program for your organization — every giving vehicle, entity-specific tax strategies, a live calculator, a complimentary course, and full advisor integration. End-to-end. At no cost to you.
Your donors are giving generously — and getting nothing back from the IRS for it. Here's why, in real numbers.
IRS Statistics of Income, Tax Year 2022. That means 9 out of 10 of your donors get zero tax benefit for their charitable gifts.
A peer-reviewed study (Indiana University, 2024) found the TCJA caused 23 million households to stop itemizing — costing nonprofits $20 billion annually.
Empower Financial, 2026. These are donors who give but receive no deduction — because no one taught them how to give strategically.
Instead of asking donors for money after taxes, we teach them to give before taxes — using the same vehicles that Gates, Buffett, and Zuckerberg use. The result: donors give more because it costs them less, and your organization receives structured, predictable, growing contributions.
We build a page for your organization that covers all 8 giving vehicles — with tax implications, deduction limits, and best-use scenarios for each. Your donors will finally understand their options.
Cash gifts to public charities, churches, museums, schools
5 years
Full deduction in year of gift. No capital gains on appreciated assets if donated directly.
Note: Must itemize to claim. 88.6% of filers use standard deduction and get zero benefit.
Donors who want to give now, decide later. Ideal for year-end tax planning.
5 years
Immediate deduction. Assets grow tax-free. Recommend grants to any IRS-approved charity.
Note: No direct control over investments. Cannot self-deal.
Families and businesses wanting full control, legacy, and multi-generational impact.
5 years
Assets grow tax-free. Family can be paid staff. Must distribute 5% annually. Estate tax removal.
Note: More administrative requirements. Excise tax on investment income (1.39%).
Donors with appreciated assets who want income stream + charitable deduction.
5 years
Avoid capital gains on sale. Income stream for life or term. Remainder to charity.
Note: Irrevocable. Complex setup. Best for $250K+ assets.
Donors who want to give income to charity now and pass assets to heirs later.
5 years
Reduces estate and gift taxes. Passes appreciating assets to heirs at reduced tax cost.
Note: Irrevocable. Best for high-net-worth estate planning.
Donors who want to make a major gift at death — wills, trusts, beneficiary designations.
N/A
100% estate tax deduction. No income tax. Can be the largest gift a donor ever makes.
Note: No income tax benefit during lifetime. Revocable until death.
Donors 70½+ who want to give from IRA without counting it as taxable income.
None — annual limit
Counts toward Required Minimum Distribution (RMD). Excluded from AGI entirely — better than a deduction.
Note: Must be 70½+. Direct transfer only. Cannot go to DAF or private foundation.
Donors with low-basis appreciated stock, real estate, or collectibles.
5 years
Avoid capital gains tax entirely. Deduct full FMV. Double benefit vs. selling and donating cash.
Note: Appraisal required for non-cash gifts over $5,000. Real estate requires qualified appraisal.
Every donor has a different tax situation. We build content for each profile in your donor base — so every supporter sees a strategy that applies directly to them.
| Donor Type | Best Vehicles | Deduction Limit | Key Benefit | Best Strategy |
|---|---|---|---|---|
| Individual / Household | Direct donation, DAF, IRA QCD, Bequest | 60% AGI (cash), 30% (appreciated assets) | Reduce income tax. Avoid capital gains. Build legacy. | Give appreciated stock or fund a DAF before year-end for maximum deduction. |
| Business Owner (Pass-Through: S-Corp, LLC, Partnership) | Direct donation, DAF, Private Foundation | 60% of owner's personal AGI | Reduce personal income tax on business profits. Shift business assets to foundation. | Donate a portion of business interest to a DAF before a sale to avoid capital gains. |
| C-Corporation | Direct donation, Corporate Foundation | 10% of taxable income | Reduce corporate income tax. Build brand through philanthropy. | Establish a corporate foundation for long-term giving strategy and brand alignment. |
| High-Net-Worth Estate ($5M+) | Private Foundation, CRT, CLT, Bequest | Unlimited estate tax deduction | Remove assets from taxable estate. Protect family wealth. Fund causes for generations. | Fund a private foundation to remove assets from estate while keeping family in control. |
| Retiree (70½+) | IRA QCD, Bequest, DAF | $105,000/yr QCD (excluded from AGI) | Satisfy RMD without increasing taxable income. Reduce Medicare premiums. | Direct IRA distributions to charity via QCD — better than a deduction because it reduces AGI. |
| Real Estate Investor | Appreciated property donation, CRT, Conservation Easement | 30% AGI (appreciated real estate) | Avoid capital gains on appreciated property. Deduct full FMV. Income stream via CRT. | Donate appreciated real estate to a CRT — avoid CGT, get income stream, and a partial deduction. |
Every donor who visits your giving page can calculate their exact tax savings in real time. This is what turns a "Donate Now" button into a strategic giving conversation.
See the real numbers. Adjust income, giving %, and vehicle type.
Based on 2026 IRS tax brackets. State taxes not included. Consult a qualified tax advisor for your specific situation. Carryover rules apply for donations exceeding AGI limits.
The average bequest is 200x larger than the average annual gift. We help your organization build a planned giving program that captures this — with templates, advisor resources, and a legacy society framework.
The most common planned gift. A donor designates your organization as a beneficiary in their will or revocable trust. No cost to the donor during their lifetime. 100% estate tax deduction.
Donors name your organization as a beneficiary on IRAs, 401(k)s, life insurance, or bank accounts. Assets pass directly — avoiding probate and estate taxes entirely.
Donor transfers assets to your organization in exchange for a fixed income stream for life. Remainder goes to your cause. Partial deduction in year of gift.
Donor deeds their home to your organization but retains the right to live there for life. Immediate charitable deduction. No capital gains. Major estate tax benefit.
Donor transfers appreciated assets to a trust. Trust sells assets (no CGT), pays income to donor for life or term, then distributes remainder to your organization.
Landowners donate development rights on property to a land trust or conservation organization. Deduction based on reduction in property value. Significant for large landholders.
Most planned gifts require coordination with the donor's estate attorney, CPA, and financial advisor. We build an advisor resource hub into your giving program — with downloadable materials, tax summaries, and bequest language templates that advisors can use directly. We ensure every professional in the room understands the strategy and can assist their client in executing it.
Bequest language templates, trust provisions, beneficiary designation forms
Deduction limit summaries, AGI calculations, QCD rules, carryover schedules
DAF setup guides, appreciated asset donation process, CRT/CLT modeling
On behalf of our foundation, we offer a complimentary financial literacy course to every donor in your organization's network. No cost to you. No cost to them. Just the education they've never received — on how to give more strategically, pay less in taxes, and build a lasting legacy.
The course is branded to your organization and delivered digitally — so your donors associate this education with your mission, deepening their connection to your cause.
Get the Course for Your Donors →Here's exactly what we build and deliver for your organization — from first conversation to fully operational giving program.
A fully built, branded giving page for your organization — covering all vehicles, tax breaks, and donor profiles.
Embedded on your page. Donors enter their income and see their exact savings in real time.
5-module financial literacy course branded to your organization. Free for every donor in your network.
Downloadable materials for estate attorneys, CPAs, and financial advisors — so they can assist your donors.
Ready-to-use bequest language, beneficiary designation guides, and legacy society enrollment forms.
We profile your donor base and identify structured giving candidates — with projected funding potential.
Live or virtual workshops for your donors — 'Strategic Giving 101' presented by our foundation team.
We work directly with your donors' CPAs, attorneys, and financial advisors to execute the strategy.
A custom roadmap showing projected donation growth as donors adopt structured giving over time.
88.6% of your donors are giving without a single tax benefit. They want to give more. They just need someone to show them how. That's what we do — for your organization, for free.
Book a free strategy call. We'll walk through your donor base, identify the opportunity, and show you exactly what your Strategic Giving Program would look like.