As clients gear up for charitable giving, having a diversified approach to their charitable portfolios can optimize tax benefits and create strategic philanthropy that addresses different goals, contribution and investment types, distribution and legacy options, and cost.

While some donors use just one giving tool, like cash donations, many leverage a mix of giving tools. Learn about the most common types of giving tools, the benefits they offer, and tips to leverage them as you help your clients accomplish their philanthropic goals.

This white paper explores these tools:

• Private foundations
• Donor-advised funds (DAFs)
• A combination of private foundations and DAFs
• Charitable trusts and annuities