You have decided to be strategic and proactive in your philanthropy. Congratulations on making this move!
You may be aiming to make more of a difference on issues that matter to you, make better tax decisions, or both. By being thoughtful in deciding how you will give—which giving structures you will use—you are sure to find the outcome to be more rewarding, efficient, and effective.
In this article, we provide you with a list of available giving options—including direct giving, planned giving, and a range of other vehicles—definitions to facilitate a conversation with an advisor, and questions to prepare you for a meeting with an advisor.
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