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What Issues Should I Consider When Establishing My Charitable Giving Strategy?

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I Need More Specific Help

Many individuals are charitably inclined but need help aligning their resources, priorities, and philosophy. What, when, and how should they give to charitable organizations. By analyzing your unique situation, you can identify opportunities and model outcomes in order to optimize the impact of charitable gifts.


This checklist helps you guide you in considering and implementing a charitable giving strategy. It covers:


  • Philanthropic motivations and goals
  • Cash flow considerations
  • Asset selection when funding gifts
  • Charitable giving vehicles
  • Tax planning and deductibility

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