Charitable giving can be a meaningful way to support the causes you care about while also creating potential income- and estate-tax benefits. The right strategy depends on what you want to give, when you want to give it, and how much flexibility you want to retain.
This guide introduces several charitable giving approaches and illustrates how each may help donors align generosity with broader financial and legacy-planning goals.
What the Guide Covers
- Direct gifts to qualified charities
- Donor-advised funds
- Qualified charitable distributions from IRAs
- Charitable gift annuities
- Charitable lead and remainder trusts
- Private foundations
Every charitable strategy has different requirements, tax considerations, and tradeoffs. Review the guide, then consult your financial, tax, and legal professionals before choosing an approach.
