Learn about planning strategies and charitable vehicles for your philanthropic efforts including trusts, donor-advised gift funds, and private foundations. Our articles provide a comprehensive look at a variety of options and their potential tax benefits.
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Basics of Charitable Trusts
Support your favorite charity in a tax-smart way, through the right trust.
Becoming A Philanthropist-It's More Than Writing Checks
Learn about the many steps to consider at each important phase of a charity's lifeline.
Case Study: How to Get a Charitable Deduction While Increasing Income
Learn how to earn a charitable deduction while increasing your income stream.
Prudent Philanthropy: The Charitable Gift Annuity
Help secure funds at retirement and donate to a charity close to your heart.
Serving as a Not-for-Profit Director
Familiarize yourself with the risks and rewards of serving on a board.
Split the Interests and Reap the Benefits with a Charitable Lead Trust
Provide for the future of your heirs while continuing your charitable giving through a private foundation.
The New Age of Philanthropy
How can you be sure your selected charity will fulfill your philanthropic objectives?