Tax-Smart 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.

Donor advised funds and private foundations can both support meaningful giving, but the right choice depends on four things: control, administration, tax timing, and impact. Here’s how to decide which structure fits your family, your assets, and your charitable goals.

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.