Supporting your favorite charity has never been easier: With options like donor-advised funds, employer matches, and direct stock, you can choose a way to give this holiday season that works best for you and your family.
Access all of Clarifi’s updated giving optionsĀ here.
Donate through direct stock
Avoid capital gains taxes and maximize your giving by donating stock directly to a nonprofit organization. Nonprofits can then sell the stock without incurring capital gains, and they’ll receive the full pre-tax value, so your donation goes further.
Open a charitable investment account
A donor-advised fund (DAF) is an excellent giving option. Here’s why:
- Tax-deductible. Think of a DAF as a health savings or 401K account, made exclusively for giving.
- Centralized. DAFs are similar to Apple Pay, meaning you can manage your contributions all in one place and donate to your favorite charities at your own pace.
- Works for any budget. Almost 70% of DAF gifts are $1,000 or under.
- Accessible. Through your DAF account, you can give via cash, stocks, or non-publicly traded assets like cryptocurrency and private company stock. DAFs allow you to automate gifts and set clear goals, making giving more consistent. Major providers include GoFundMe Giving Funds, Daffy, Fidelity Charitable, and National Philanthropic Trust.
- Part of your legacy. Any person, family or company can open a DAF account, which can also be passed down through a beneficiary.
Get your colleagues involved
Check if your employer offers Employee Resource Groups, a form of workplace philanthropy that allows employees to pool grants and volunteer for the charities of their choice.
You can also create your own giving circle with colleagues, loved ones, and neighbors to increase awareness and pool grants for a specific nonprofit or cause. Organizations like Grapevine Giving Foundation makes building a giving platform easy. See Philadelphia-specific Grapevines here.
Stay informed: How 2026 tax code changes will impact your charitable giving
See how new charitable deduction rules will affect itemizers, non-itemizers and corporations here.