Beyond DAFs, Supporting Organizations, and Private Foundations: Charitable planning options to fit each estate plan
Expand your charitable planning expertise beyond traditional vehicles.
While donor advised funds and private foundations serve many clients well, the charitable planning landscape offers numerous additional strategies that may better align with specific philanthropic and estate planning objectives. This presentation provides a comprehensive overview of alternative charitable vehicles and techniques often overlooked in standard planning discussions.
Our expert will examine various charitable planning structures, analyzing their benefits, limitations, and optimal applications within different estate planning contexts. Participants will gain practical knowledge of when and how to implement these alternatives to better serve clients with diverse charitable and financial goals.
