Aligning Your Needs with Your Charitable Goals

Like all planning, charitable planning begins with the client’s needs, interests, assets and goals. Charitable planning really is like investing: the client needs to review their portfolio of assets, but also their portfolio of interests. Some assets are more tax-effective than others for funding charitable gifts, and different structures will be more effective for different assets and different philanthropic goals. At KFA, we share our knowledge and expertise in a number of charitable vehicles including:

  • Outright, unrestricted gifts
  • Restricted gifts
  • Private foundations
  • Donor advised funds
  • Charitable lead trusts

When a client takes the time to identify their philanthropic goals and to collaborate on where and how to give it creates a meaningful philanthropic legacy for multiple generations.