Charitable Giving
Charitable Giving

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.

Basics of Charitable Trusts  
Updated: 01/01/2013
Support your favorite charity in a tax-smart way, through the right trust.

Becoming A Philanthropist-It's More Than Writing Checks  
Updated: 01/01/2013
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  
Updated: 01/01/2013
Learn how to earn a charitable deduction while increasing your income stream.

Prudent Philanthropy: The Charitable Gift Annuity  
Updated: 01/01/2013
Help secure funds at retirement and donate to a charity close to your heart.

Split the Interests and Reap the Benefits with a Charitable Lead Trust  
Updated: 01/01/2013
Provide for the future of your heirs while continuing your charitable giving through a private foundation.

Serving as a Not-for-Profit Director  
Updated: 01/01/2013
Familiarize yourself with the risks and rewards of serving on a board.

The New Age of Philanthropy  
Updated: 01/01/2013
How can you be sure your selected charity will fulfill your philanthropic objectives?

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