Questionnaire: Find your fit
Your guide through charitable giving
Discover which charitable giving option is right for you by filling out our Find Your Fit Questionnaire, which recommends a giving option to best fit your needs based on your answers.
Ways to give
Donor-advised fund
Our most popular service for individuals is the set up and management of donor-advised funds, which allow for the transfer of assets to a public charity for the purpose of charitable giving.
Donor-advised funds are the nation’s fastest-growing giving vehicle. They are ideal for charitably minded individuals who face capital gains taxes on appreciated assets or estate taxes, and who may want to involve their family in philanthropy.
Charitable gift annuity
A charitable gift annuity is a contract between a charity and a donor in which the donor irrevocably transfers assets to the charity in exchange for the payment of a fixed sum to the donor and/or beneficiaries for the lifetime(s) of up to two beneficiaries.
This is a great option for donors with appreciated assets they would like to move outside of their taxable holdings.
Charitable lead trust
A charitable lead trust is an irrevocable agreement in which a donor transfers assets to a trust that creates an income or lead interest for a charity.
A charitable lead trust is a powerful charitable planning tool used to generate charitable deductions for income, gift, or estate taxes.
Charitable remainder trust
A charitable remainder trust is a tax-exempt trust that can liquidate an asset to create two interests: income interest and remainder interest.
This approach is especially beneficial for charitably minded individuals who are subject to paying capital gains taxes on appreciated assets, whose estate is subject to estate taxes, and who needs ongoing income.
Pooled income fund
A pooled income fund is an irrevocable trust maintained by a public charity. Donations from a number of donors are combined and invested together to generate funds for distribution to charitable organizations.
A pooled income fund offers a great opportunity for individuals with philanthropic ambitions but modest amounts to contribute.
Pooled special needs trust
A pooled special needs trust generates funds for individuals with disabilities. Assets contributed by multiple donors are combined and invested together, with funds being spent on individual beneficiaries in proportion to their share of the total amount.
Private foundation
A private foundation is established as a tax-exempt entity that can receive contributions as a charitable organization qualified under section 501(c)(3) of the Internal Revenue Code.
A private foundation works well for donors who wish to receive a current income tax deduction, and who may wish to use the foundation as the charitable recipient of distributions from a charitable remainder trust or charitable lead trust.
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