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.
In this white paper by Shelby Wirick, AIF®, you’ll discover:
- How bequest giving grew nearly 20% in a single year, and why it suggests legacy giving is more than a passing trend
- Five giving strategies worth discussing with your advisor, from charitable trusts to beneficiary designations
- How donor-advised fund payout rates compare with private foundations, and why the two numbers aren’t apples to apples
- How a donor-advised fund works: a potential deduction in the year you give, grants recommended over time, and the tradeoff that the gift is irrevocable
- How donating appreciated stock directly, rather than selling it first, can reduce capital gains exposure
- Which California county gives at more than twice the statewide rate
- A look at Sonoma County’s 3,080+ nonprofits and the community foundation that supports them
Use the button below to read the full white paper, or download the PDF version.
For educational purposes only. Not tax, legal, or investment advice.