Choosing a vehicle for your charitable goals starts with defining your needs.
This quick assessment tool will help you explore whether a private foundation, donor-advised fund, or combination of both vehicles is right for you.
A combined approach may be right for you.
Using both could help you maximize your charitable impact and minimize your taxes.
A donor-advised fund may be right for you.
A donor-advised fund may provide the improved tax deductions, increased grant flexibility, anonymity, and lower costs you’re looking for.
A private foundation may be right for you.
A private foundation will give you more control over distributions and investments and may be the powerful giving vehicle you need.