Wealth Planning

Choosing the Best Charitable Giving Approach

Kelly Guarino

By Kelly J. Guarino

Vice President & Trust Counsel

By Todd H. Eckler

Chief Marketing Officer; Executive Director, Fiduciary Trust Charitable

Improving the world through charitable giving is an important priority for many individuals. In a Spectrem Group survey, more than a third of high-net-worth individuals entering their 50s cited helping others as a primary concern regarding their wealth. Because maximizing the impact of philanthropic giving is typically a top priority, donors should understand the various structures available for making their gifts to determine which best meet their objectives. Giving approaches vary in terms of the level of charitable tax deduction they provide, their amounts of ongoing control, and the ability to generate an income stream to the donor.

In this video we cover:

  • The key factors to consider when determining which charitable giving approach to use
  • A description of six different giving approaches: donor-advised funds, private foundations, charitable gift annuities, charitable remainder trusts, charitable lead trusts and direct gifting
  • A side-by-side comparison of each of these approaches

This information is also available in our eight-page paper, which you may access here.

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