The Smart Giver’s Year-End Checklist

Make sure your 2025 giving is tax-wise, strategic, and local as you approach year-end giving this December. 

Before December 31:

☐ Review your 2025 charitable donations. Add up your giving to see where your dollars went and how they align with your values.

☐ Check for appreciated assets. Consider donating stocks, real estate, or other assets before selling to reduce capital gains and maximize deductions.

☐ Start or add to your Donor Advised Fund (DAF). Lock in a 2025 tax deduction now, decide later which causes to support.

☐ Give locally when you can. Supporting local nonprofits ensures your generosity strengthens your own community.

☐ Bundle or front-load gifts. Combine several years of giving into one to surpass the standard deduction threshold.

☐ Review your estate plan and beneficiary designations. Consider leaving a charitable legacy through your will or retirement account.

☐ Consult your advisors. Loop in your CPA or financial planner to coordinate giving and tax planning.

☐ Talk to the Community Foundation of Northwest Georgia. We’ll help you navigate every step—from strategy to stewardship—so your giving makes the impact your crave. 

 ✅ Make sure your giving is smart, strategic, and local. Grab our free printable checklist here to plan your giving!  

Schedule your confidential consultation today!

Email david.aft@communityfoundationnwga.org, or call 706-275-9117.