Leaving A Legacy – Your Guide to Charitable Giving

Whether you want to make a charitable gift during your lifetime, or at your death, there are a variety of tools that you may consider incorporating into your financial plan that will allow you to benefit charitable organizations and leave a lasting legacy for future generations.

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Donor-Advised Funds Versus Private Foundations

If you are considering a private foundation, there is an alternative through Stifel Charitable Inc. The Stifel Donor-Advised Fund has all the elements of a private foundation but with greater tax benefits and without the administrative hassles.

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Gifting Appreciated Stock to Charity

The end of the year is rapidly approaching, and with it comes charitable giving season. It’s a good time to meet with your CPA to project your taxable income and look for opportunities to reduce your tax liability.

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Charitable Giving Made Easy

There are a variety of charitable giving strategies available, including donor-advised funds, pooled income funds, charitable remainder trusts, and private foundations. Although they all provide both income tax and estate tax benefits, each of these strategies is unique.

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