
QUIZ: Is a donor-advised fund right for you?
Question 1/6
1.
Do any of the following statements apply to you?
Question 2/6
2.
How many organizations does your household typically support each year with a charitable donation?
Tip: Make sure you’re counting your donations to churches and schools (but no tuition payments)!
Select one
Question 3/6
3.
How much does your household typically give to charity each year?
Question 4/6
4.
If your usual donations, along with other
deductible expenses, don’t surpass the
standard deduction, “bunching” several
years’ worth of donations into one year may
help you save on taxes.
Would you consider making a larger donation
to fund multiple years of giving if you’re not
already itemizing deductions?
Question 5/6
5.
Do you or your spouse hold any of the following assets as investments outside of your retirement account?
Question 6/6
6.
Do any of the following apply to you or your family’s financial situation or long-term planning this year?
How Fidelity Charitable can help
Since 1991, we have been a leader in charitable planning and giving solutions, helping donors like you support their favorite charities in smart ways.
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