Year-End Giving Resources for Nonprofits

Practical, tax-efficient giving tools to help your nonprofit make the most of year-end giving, from stock gifts to QCDs to Giving Tuesday.

Featured Tax-Efficient Giving Resources for Year-End

A hand-picked set of the resources most relevant to nonprofit leaders to promote and attract tax-efficient giving during year-end.

Stock Gift Resources

Year-end is peak season for gifts of appreciated stock. These resources help you educate donors, time your outreach, and make the process easy on both ends.

πŸ“„ Template Featured

Ways to Give Website Page Template

A ready-to-use website template outlining the different ways donors can give to your organization.

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πŸ“„ Template

Stock Donation Policy Template - Simple

A straightforward policy template for accepting and processing stock donations.

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πŸ“„ Template

Stock Donation Policy Template - Complex

A more detailed policy template for organizations handling multiple asset types or more complex stock donation scenarios.

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Gift Acceptance Policy Template

An editable gift acceptance policy template covering donation types, restrictions, and board approval steps.

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πŸ“˜ Guide

How Stock Donations Can Skyrocket Your Fundraising

A guide to accepting stock gifts and using them to grow your fundraising results.

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πŸŽ₯ Video Featured

Unlocking Stock Gifts: A Toolkit for Nonprofits

A recorded webinar toolkit on accepting and promoting stock gifts.

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πŸŽ₯ Video

How Nonprofits Can Accept and Attract Gifts of Stock

A short video on how nonprofits can attract and accept gifts of stock.

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✏️ Blog Post

3 Smart Giving Moves Donors Can Still Make Before December 31

Year-end giving season is a sprint, but there's still time to be strategic. Here are three smart giving moves your donors can make before December 31 to maximize tax benefits.

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✏️ Blog Post

Stock Donations Simplified: The Overlooked Asset That Could Boost Your Nonprofit's Revenue

Stock donations benefit both donors and nonprofits alike. Learn how gifts of stock work, which donors to focus on, and the tax advantages for your organization.

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πŸ“„ Template

Year End Email Templates to Educate on Stock Gifts & QCDs

A set of four customizable year-end donor emails covering stock gifts, QCDs, and ways to give, with suggested send timing for each.

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πŸ“˜ Guide

Tax-Efficient Year-End Giving Checklist

A timeline checklist to keep stock gifts, QCDs, and other tax-efficient year-end gifts on track, from Giving Tuesday through December 31.

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πŸ“˜ Guide

Tax-Efficient Giving Comparison Chart

A donor-facing chart comparing cash, stock, donor-advised fund, and QCD gifts by tax benefit, process, and year-end timing, ready to customize and share.

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✏️ Blog Post

5 Non-Cash Assets Your Nonprofit Should Consider Accepting

Accepting non-cash assets can open your nonprofit to a new pool of donors. Discover the top non-cash gifts to consider, from stock and QCDs to life insurance, and how to accept them.

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Qualified Charitable Distributions (QCDs) Resources

For donors of a certain age, a QCD can be one of the most tax-efficient ways to give. Learn more about this type of gift and how to communicate with your donors about it.

πŸ“„ Template Featured

Ways to Give Website Page Template

A ready-to-use website template outlining the different ways donors can give to your organization.

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πŸ“„ Template Featured

QCD Appeal Letter Template

A customizable appeal letter template for soliciting qualified charitable distributions (QCDs) from donors.

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πŸŽ₯ Video

How to Tap Into Noncash Gifts for Your Nonprofit

A recorded webinar on accepting and processing noncash gift donations.

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✏️ Blog Post

3 Smart Giving Moves Donors Can Still Make Before December 31

Year-end giving season is a sprint, but there's still time to be strategic. Here are three smart giving moves your donors can make before December 31 to maximize tax benefits.

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✏️ Blog Post

How Qualified Charitable Distributions Can Boost Your Year-End Campaign

Many Americans must withdraw retirement funds they don't immediately need. Learn what Qualified Charitable Distributions are and how to attract more QCDs to benefit your nonprofit.

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✏️ Blog Post

What is a Required Minimum Distribution (RMD) and How Can It Benefit Your Nonprofit?

Every year, Americans required by law to withdraw retirement funds choose to make charitable gifts. Learn what RMDs are and how to ensure your nonprofit takes advantage of these major gifts.

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πŸ“„ Template

Year End Email Templates to Educate on Stock Gifts & QCDs

A set of four customizable year-end donor emails covering stock gifts, QCDs, and ways to give, with suggested send timing for each.

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πŸ“˜ Guide

Tax-Efficient Year-End Giving Checklist

A timeline checklist to keep stock gifts, QCDs, and other tax-efficient year-end gifts on track, from Giving Tuesday through December 31.

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πŸ“˜ Guide

Tax-Efficient Giving Comparison Chart

A donor-facing chart comparing cash, stock, donor-advised fund, and QCD gifts by tax benefit, process, and year-end timing, ready to customize and share.

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✏️ Blog Post

5 Non-Cash Assets Your Nonprofit Should Consider Accepting

Accepting non-cash assets can open your nonprofit to a new pool of donors. Discover the top non-cash gifts to consider, from stock and QCDs to life insurance, and how to accept them.

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Giving Tuesday Resources

These resources help you prepare your tax-efficient giving communication for Giving Tuesday, even if you're starting late.

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How to Get Ready for Giving Tuesday When You're Feeling Behind

Struggling to stand out on Giving Tuesday? Learn effective campaign strategies, tools to support your efforts, and how to measure impact and success after the big day.

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✏️ Blog Post

How to Leverage Giving Tuesday to Promote your Nonprofit Endowment

Every special event and giving day should be used to grow your endowment. Learn tactics to leverage Giving Tuesday to educate and inspire donors about your nonprofit endowment.

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✏️ Blog Post

5 Steps to Make the Greatest Impact as a Donor on Giving Tuesday

Giving Tuesday is a global day of giving that raised $2.47 billion in 2020. If you know someone newly positioned to give philanthropically, share these steps to maximize their Giving Tuesday impact.

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πŸ“˜ Guide

Tax-Efficient Giving Comparison Chart

A donor-facing chart comparing cash, stock, donor-advised fund, and QCD gifts by tax benefit, process, and year-end timing, ready to customize and share.

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All Year-End Resources to Support Tax-Efficient Giving

Year-end is when tax-efficient gifts, such as stock, QCDs, and more, matter most to donors. These resources help you educate donors, time your asks, and make it easy for staff to follow through.

πŸ“„ Template Featured

Ways to Give Website Page Template

A ready-to-use website template outlining the different ways donors can give to your organization.

Open β†—
πŸ“˜ Guide

How Stock Donations Can Skyrocket Your Fundraising

A guide to accepting stock gifts and using them to grow your fundraising results.

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πŸ“˜ Guide

11 Ways for Donors to Give Guide

An overview of eleven different giving vehicles donors can use to support your mission.

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πŸ“„ Template Featured

QCD Appeal Letter Template

A customizable appeal letter template for soliciting qualified charitable distributions (QCDs) from donors.

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πŸŽ₯ Video Featured

Unlocking Stock Gifts: A Toolkit for Nonprofits

A recorded webinar toolkit on accepting and promoting stock gifts.

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πŸŽ₯ Video

How to Tap Into Noncash Gifts for Your Nonprofit

A recorded webinar on accepting and processing noncash gift donations.

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πŸŽ₯ Video

New Charitable Tax Rules for 2026: 4 Changes That Affect Giving

A short video covering four 2026 tax rule changes that affect charitable giving.

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πŸŽ₯ Video

How Nonprofits Can Accept and Attract Gifts of Stock

A short video on how nonprofits can attract and accept gifts of stock.

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✏️ Blog Post

What the 2026 New Above the Line Charitable Deduction Means for Your Nonprofit

The new above-the-line charitable deduction for non-itemizers in 2026 could remove a common mental barrier for millions of donors. Learn what this tax change means for your nonprofit.

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✏️ Blog Post

3 Smart Giving Moves Donors Can Still Make Before December 31

Year-end giving season is a sprint, but there's still time to be strategic. Here are three smart giving moves your donors can make before December 31 to maximize tax benefits.

Open β†—
✏️ Blog Post

Stock Donations Simplified: The Overlooked Asset That Could Boost Your Nonprofit's Revenue

Stock donations benefit both donors and nonprofits alike. Learn how gifts of stock work, which donors to focus on, and the tax advantages for your organization.

Open β†—
✏️ Blog Post

How to Get Ready for Giving Tuesday When You're Feeling Behind

Struggling to stand out on Giving Tuesday? Learn effective campaign strategies, tools to support your efforts, and how to measure impact and success after the big day.

Open β†—
✏️ Blog Post

How to Leverage Giving Tuesday to Promote your Nonprofit Endowment

Every special event and giving day should be used to grow your endowment. Learn tactics to leverage Giving Tuesday to educate and inspire donors about your nonprofit endowment.

Open β†—
✏️ Blog Post

How Qualified Charitable Distributions Can Boost Your Year-End Campaign

Many Americans must withdraw retirement funds they don't immediately need. Learn what Qualified Charitable Distributions are and how to attract more QCDs to benefit your nonprofit.

Open β†—
✏️ Blog Post

What is a Required Minimum Distribution (RMD) and How Can It Benefit Your Nonprofit?

Every year, Americans required by law to withdraw retirement funds choose to make charitable gifts. Learn what RMDs are and how to ensure your nonprofit takes advantage of these major gifts.

Open β†—
✏️ Blog Post

Is Your Remit Envelope Hurting Your Endowment Fund?

Your remit envelope has the critical job of inspiring donors to send back a gift. Learn four tips to grow your nonprofit endowment fund by optimizing your remit envelope strategy.

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✏️ Blog Post

5 Steps to Make the Greatest Impact as a Donor on Giving Tuesday

Giving Tuesday is a global day of giving that raised $2.47 billion in 2020. If you know someone newly positioned to give philanthropically, share these steps to maximize their Giving Tuesday impact.

Open β†—
πŸŽ₯ Video

Year-End Giving Under the One Big Beautiful Bill

The One Big Beautiful Bill (OBBB) is introducing a set of federal tax law changes. Some of these changes will shift how charitable deductions work, especially for donors who itemize. This webinar breaks down what’s changing, what’s staying the same, and what it means for nonprofits heading into year-end.

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πŸ“„ Template

Year End Email Templates to Educate on Stock Gifts & QCDs

A set of four customizable year-end donor emails covering stock gifts, QCDs, and ways to give, with suggested send timing for each.

Open β†—
πŸ“˜ Guide

Tax-Efficient Year-End Giving Checklist

A timeline checklist to keep stock gifts, QCDs, and other tax-efficient year-end gifts on track, from Giving Tuesday through December 31.

Open β†—
πŸ“˜ Guide

Tax-Efficient Giving Comparison Chart

A donor-facing chart comparing cash, stock, donor-advised fund, and QCD gifts by tax benefit, process, and year-end timing, ready to customize and share.

Open β†—
✏️ Blog Post

5 Non-Cash Assets Your Nonprofit Should Consider Accepting

Accepting non-cash assets can open your nonprofit to a new pool of donors. Discover the top non-cash gifts to consider, from stock and QCDs to life insurance, and how to accept them.

Open β†—

More Videos From Carnegie Investment Counsel

 

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