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Estate Planning
New

Common Charitable Giving Vehicles

Updated: 10/18/2024

Many clients have charitable giving goals, but may not understand how to better coordinate them with other income or estate planning needs. As financial advisors, it’s our job to ensure our clients understand what options they have at their disposal for pursuing their philanthropic goals. That’s where this guide steps in.

With this summary guide, you’ll be able to quickly navigate some common charitable giving vehicles clients might consider in light of their goals and planning needs. This guide covers some key components of deductible charitable gifts, such as:

  • Different types of charitable giving vehicles that are available and how they function.
  • What specific types of charitable giving vehicles can do, and who they might be most suitable for.
  • Important factors to consider regarding tax deductions, income beneficiaries, and death benefits.
  • Important nuances of each strategy to be aware of.
Related Guides
Can I Do A Qualified Charitable Distribution From My IRA?
Category: Working / Accumulation Phase, Retirement / Decumulation, Tax Planning, Estate Planning, Assets and Investment Planning, General
What Issues Should I Consider When Establishing My Charitable Giving Strategy?
Category: General, Estate Planning
Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?
Category: Retirement / Decumulation, Estate Planning
Common Deductible Charitable Gifts
Category: Tax Planning, Estate Planning

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