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Show Your Love With Charitable Bunching

With the increased standard deduction, many Donor Advised Fundholders have incorporated a charitable bunching strategy to maximize the tax benefits while continuing to support the charities they love.

What is Charitable Bunching?
In practice, bunching simply means that the donors “bunch contributions.” In the example below, every third year the donors contribute to their Donor Advised Fund with an amount equal to the total needed for three years. In that year, the donors itemize their deductions when filing their tax return. In the next two years, the donors make their contributions from the Donor Advised Fund and claims the standard deduction on the tax returns for those years.

This method allows donors to continue to support their favorite charities while maximizing the tax benefit of their charitable contributions.


Charitable Bunching


Ready to Start Bunching?

Download our Comprehensive Charitable Bunching One-Sheet and discuss this strategy with your professional advisor. You can also make an appointment to meet with Cole Eason, our Vice President of Advancement, to learn more about donor advised funds and options for meeting your charitable giving goals.






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