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By Rob Stephens
About Better Giving: How to Make the Most of Your Donations
Simple and Easy
Ready to Learn?
The attached document titled “Charitable organization information websites” has a list of sites that provide information on thousands of organizations. All have searchable databases with lots of information about different organizations. Some have ranking systems to rate the organizations. You have to decide if their ranking system matches your criteria for defining impact.
It’s time to start filling out a giving plan. Download this giving plan template. Fill in the name of the organizations you have decided to support. You'll be filling out other sections of the plan in later lectures.
The attached document has links to the IRS charitable contributions site. This site has a wealth of information about the tax rules for charitable giving. There are also links in the attached document to the IRS publications on charitable contributions and determining the value of donated property.
About the Teacher
Rob Stephens is the Founder of CFO Perspective, where he provides finance and strategy guidance to help small businesses succeed. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Conquering Cash Flow: The Complete Guide to Small Business Cash Flow Management.
Rob has a 25-year career that includes serving as CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University.
Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.