Choosing the Best Charitable Giving Approach

In this video and paper, we describe and compare six different charitable giving approaches.
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This information is also available in our paper, which you may access  here.

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


  • Kelly J. Guarino, JDVice President & Trust Counsel
    Kelly provides trust administration and estate planning advice for clients in collaboration with Fiduciary’s investment officers and clients’ outside estate planning counsel. ...

The opinions expressed in this publication are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute legal, tax or accounting advice and clients should discuss any proposed arrangement or transaction with their legal or tax advisors.

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