Charitable giving

Charitable structures and wealth transfer strategies can complement each other in an overall wealth management plan.

 
Charitable giving

Without private philanthropy, few charitable organizations would survive. That they do survive brings important benefits to society. Planned properly, charitable giving can bring personal benefits to you, the donor, serving as an effective tool in your overall wealth management strategy.

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Charitable structures and wealth transfer strategies can complement each other in an overall wealth management plan.



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Gift annuity lifetime revenue stream

Gift annuity: Two birds, one stone: Benefiting others in the near term and yourself over the long term

The charitable gift annuity is among the most popular forms of deferred charitable gifts. One simple approach to this type of giving is for the donor to transfer cash, securities, or, in some cases, real estate to an established charity in exchange for the charity’s promise to pay an annuity to the donor and/or other named beneficiaries.

 


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Capital gains tax mitigation

Charitable remainder trust: How supporting the arts can double as a sound personal investment

The CRT is a popular vehicle for deferred giving, one that offers various structures to match the needs of donors. The transfer is accomplished by creating a trust that pays income to individuals during the trust’s existence.

 
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Gift tax reduction charitable trusts

Charitable lead trust: Investing in future generations

A CLT provides a charity with income for a set period, with the remainder going to a noncharitable beneficiary (usually a member of the donor’s family).


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