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Helping clients prepare for year-end

September 2022

As you help your clients prepare for the end of the year, it’s a great time to assess their charitable giving plans. We can help ensure your clients are making the most of what they have been given and realize potential tax efficiencies. Below, we’ve put together possible ways you can help your clients:

Gifts must be postmarked on or before Saturday, December 31. Thrivent Charitable encourages checks to be sent via USPS to ensure that the gift is recognized in 2022. Please note: The IRS does not permit the 2022 postmark from an alternate private delivery service (e.g., UPS or FedEx). Checks sent via one of these services will be dated based on the date checks are received at Thrivent Charitable.

Appreciated securities
Giving long-term appreciated securities to a donor-advised fund has several benefits, including possible tax savings, potentially greater tax deduction and―most important―greater support to charities. Gifts of securities must be initiated by Friday, December 9 to ensure arrival in Thrivent Charitable’s brokerage account before year-end. While most stocks can be transferred within a week, certain stocks can take 2-6 additional weeks (e.g., Computershare, EQ Shareowner Services). Please contact Thrivent Charitable regarding all stock transfers to ensure they are anticipated and directed to the correct charitable fund.

Real Estate
Real estate and complex asset gifts must be completed by Friday, December 30. Please contact Thrivent Charitable no later than Thursday, December 1 to begin the due diligence process. Real estate and complex asset gifts for 2022 will be executed on a best-efforts basis. You can also refer to our Real Estate Questionnaire to help get you started. Real estate gifts for 2022 will be executed on a best-efforts basis.

Bundling Gifts
The SECURE Act made it harder for people to itemize their donations. Because the standard deduction is now $25,900 for jointly filing households and $12,950 for individuals, it’s far less likely that your donations can offer the same tax advantage. You can help your clients work around this challenge by bundling two or three years of donations into a donor-advised fund this year (2022). That amount, plus this year’s total deductions, could help your clients meet the standard deduction threshold for 2022. It will also allow them to continue their charitable giving to the causes and charities that matter most to them.

Roth conversion strategies
By making a charitable gift at the time of a Roth IRA conversion, your clients can offset tax liabilities associated with the conversion. By making a gift to a donor-advised fund, your clients can realize the potential tax savings in 2022, and then give to the causes that matter to them at a time of their choosing.

If your clients are considering a year-end charitable gift, be sure they make them in time for a 2022 charitable income tax deduction. We’ve updated our year-end giving deadlines to help you better plan with your clients.

As always, we are here to partner with you as you help your clients create their charitable plans. Our team of charitable gift planners has deep charitable expertise to expand your clients' options and help meet their giving goals.

Contact our team of gift planners to discuss unique solutions for your clients. Email us or call 800-365-4172 to get started.