Strategic Philanthropy: Charitable Giving at a Glance

Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s intellect as it does the bank account. A careful and disciplined approach to philanthropic giving combines purpose, practicality, and passion. In planning for charitable giving, families can review their choices with a planning matrix that outlines the types of gifts and their basic features, control features, term, administrative considerations, income tax benefits, deduction limits, estate and gift tax benefits, costs, and other benefits and considerations.