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Charitable Advice

Can you get a tax receipt when donating at the grocery store?

July 23, 2024

 You’re in line at the grocery store checkout, waiting for the cashier to ring up your purchases when suddenly you’re asked: “Would you care to contribute $2 to charity today?” This fundraising tactic, where customers are asked to donate at checkout, is known as point-of-sale (POS) fundraising. While it’s a convenient and easy way […]

Charitable Advice

Watch: What are Donors Surprised to Learn?

July 09, 2024

 Philanthropic advisors Nicole and Pavan discuss how donor-advised funds (DAFs) can do more than you might think, from setting up school scholarships to raising awareness in your community.   Creating a giving plan enables you to donate with more confidence. Download this worksheet to create your own charitable giving strategy.  

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All Charitable Advice

Charitable Advice

Watch: Simple Ways to Start Giving

June 04, 2024

 If you’re new to charitable giving, the hardest part can be getting started. Philanthropic advisors Nicole and Pavan suggest starting small by exploring the causes that matter to you and engaging with friends and family who give charitably.  Creating a giving plan enables you to donate with more confidence. Download this worksheet to create […]

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