Make a greater impact with smart giving
Create a smarter charitable giving strategy designed to make an impact. ZenTrading Charitable® can help you increase what you give and potentially reduce your tax burden.
Start giving smarterChoose your giving strategy
Different giving methods offer different benefits. Select the strategy that maximizes your impact.
Cash Donations
Simple and immediate way to support your favorite causes.
- ✓Immediate tax deduction
- ✓Simple process
- ✓Full control over timing
- ✓Flexible amounts
Donating Securities
Give appreciated stocks or bonds to maximize your tax benefits.
- ✓Avoid capital gains tax
- ✓Full fair market value deduction
- ✓Greater tax savings
- ✓Support larger gifts
Donor-Advised Fund
Flexible giving vehicle that grows your charitable dollars over time.
- ✓Immediate tax deduction
- ✓Investment growth potential
- ✓Flexible grant timing
- ✓Family involvement
Charitable Remainder Trust
Provide income for life while supporting charity.
- ✓Lifetime income stream
- ✓Tax deduction
- ✓Capital gains deferral
- ✓Legacy planning
Benefits of strategic charitable giving
Tax advantages
Reduce your tax burden while supporting causes you care about.
Legacy planning
Create a lasting impact and involve your family in philanthropy.
Strategic giving
Maximize the impact of your charitable dollars through smart planning.
Professional guidance
Work with experts to create a comprehensive giving strategy.
Your charitable giving roadmap
Define your goals
Identify the causes you care about and your giving objectives.
Choose your strategy
Select the most tax-efficient giving methods for your situation.
Implement your plan
Set up the appropriate accounts and structures for your giving.
Monitor and adjust
Review your giving strategy regularly and make adjustments as needed.
ZenTrading Charitable® Donor-Advised Fund
The flexible, tax-smart way to give. Make a contribution, get an immediate tax deduction, and recommend grants to your favorite charities over time.
Ready to maximize your charitable impact?
Let our charitable giving experts help you create a strategy that maximizes both your impact and your tax benefits.