Charitable Giving Strategies

Every estate has somewhere it's going. A donor-advised fund and a charitable trust can both get you there — but they work very differently. Here's how to tell which one actually fits.

A donor advised fund paired with whole life insurance can help high-net-worth families give generously, reduce tax drag, protect heirs, and build a lasting legacy. See how a $10M charitable gift may support a $60M wealth replacement strategy.

Sold your business this year? A donor-advised fund paired with life insurance may help reduce tax exposure, support charitable giving, and preserve family wealth. Here’s how business owners can turn a major liquidity event into a smarter legacy plan.

Donating a life insurance policy to charity can turn unused coverage into meaningful impact. Learn how ownership transfers work, why permanent policies may create a tax deduction, and what paperwork protects the benefit.