Every kind of planner, clearly labeled.

Donor-advised funds

donor-advised fund setup · DAF investment options · DAF grant recommendations

For: wanting an immediate tax deduction, simplifying giving to multiple charities, comparing DAF sponsors

Charitable remainder trusts

charitable remainder unitrusts (CRUTs) · charitable remainder annuity trusts (CRATs) · income-for-life trust design

For: converting appreciated assets into income, reducing capital gains tax on a planned sale, retirement income plus a charitable legacy

Charitable lead trusts

charitable lead trusts · wealth-transfer structures with a charitable component · grantor vs. non-grantor lead trust design

For: transferring wealth to heirs with reduced gift or estate tax, supporting a charity now while preserving principal for family

Private foundations

private foundation formation · family foundation governance · foundation payout and excise-tax compliance

For: wanting family control and a lasting name, multi-generational giving with family involvement

Qualified charitable distributions

QCDs from an IRA · satisfying an RMD through giving · IRA charitable rollover coordination

For: facing required minimum distributions, wanting a distribution excluded from taxable income, giving directly from an IRA

Appreciated stock & securities gifts

gifting appreciated stock · gifting concentrated stock positions · gifting closely-held or pre-liquidity business interests

For: avoiding capital gains tax on a sale, diversifying a concentrated position, giving before a liquidity event

Charitable bunching

multi-year bunching strategies · pairing bunching with a donor-advised fund · itemized vs. standard deduction planning

For: no longer itemizing most years, wanting to maximize a deduction in a high-income year

Legacy & estate giving

charitable bequests · beneficiary designations to charity · planned and deferred gifts

For: updating a will or trust, naming a charity as a retirement-account beneficiary, leaving a lasting legacy