Charitable giving in the United States has grown steadily even through periods of economic uncertainty. What has changed is not only the amount being given but the way it is being given. Donors who once wrote an annual check are increasingly working through planned gifts and dedicated charitable accounts, structures that separate the decision to give from the decision about where the money ultimately goes. That shift has consequences for donors, for the nonprofits that depend on them, and for the advisors, attorneys, and accountants who help coordinate the two. This paper looks at the data behind the shift, then narrows the lens to the region Sonoma Wealth Advisors serves.
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