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Charitable Giving Foundations & Endowments

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Support Your Favorite Charities & Make Gifts to Younger Generations

The Charitable Lead Annuity Trust provides long-term income streams to qualified charities while passing assets to your descendants without estate or gift taxes.

4 min read

Sharing Values Through Philanthropy

Learn how five steps can help families share their values through philanthropic efforts.

6 min read

How to Maintain a Steady Income Stream While Supporting Charitable Initiatives

A charitable remainder trust can provide a lifetime income stream that can help you fulfill goals of supporting charitable organizations.

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Charitable Giving in Emergencies and Natural Disasters

In the event of a natural disaster, your first instinct may be to support relief efforts. How do you know which charities will use your donation effectively?

7 min read

Charitable Giving Strategies

A structured approach to charitable giving provides many benefits as well as several tax advantages.

2 min read

Donor Advised Funds & Private Foundations: A Comparison of Key Features

For families looking to engage in philanthropy and create a family legacy, the two most common charitable giving vehicles are donor advised funds (DAFs) and private foundations.

3 min read

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