Philanthropy and Charitable Giving

Define your legacy through strategic philanthropy and create a lasting impact for your family and your community. Learn about tax-efficient ways to give – including donor-advised funds, private foundations, endowment scholarships and charitable trusts – and the importance of incorporating giving into your wealth plan.

6 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

woman typing on laptop at desk in office

How to become a philanthropist

Progressing from being a “checkbook” donor to becoming a philanthropist can be one of the most rewarding privileges of wealth.

Consider an endowed scholarship in your charitable giving

A scholarship endowment can help educate others, bring you a sense of satisfaction and leave a mark on future generations.

Donor-advised funds: Tax and other benefits

Donor-advised funds are an increasingly popular charitable giving vehicle for Americans. Learn if this route to philanthropy is right for you.

family discussing their private foundation

The benefits of starting a private family foundation

A private foundation can help unify your family behind service-oriented causes, while developing responsibility and leadership skills that will serve the family for generations.

Your charity donation tax deduction guide

Charitable donations can help your wealth make a greater impact – and by maximizing tax deductions for donations, you can help your money go even further.

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