Exploring Charitable Giving and Beyond

Overview

Whether the goal is to improve a local community or support a more far-reaching cause, charitable giving is an important goal for many investors. From donating cash to establishing a donor-advised fund or a private foundation, there are a variety of ways to support the causes that matter to you. If deciding between establishing a donor-advised fund or a private foundation, high-level guidelines and a comparison table are provided to help you choose  the best vehicle for you.

Advisor Thinking