Philanthropy

Helpful articles, guides & resources to help charitable families establish and manage their philanthropic legacy.

What is a Charitable Remainder Trust? Types and Key Uses

A charitable remainder trust (CRT) is a tax-exempt investing vehicle that allows donors to pursue philanthropic goals while still receiving an annual income.

The Complete Guide to Donor Advised Funds (DAF Gifts)

Donor Advised Funds or Community Foundation dollars can positively help charitable donors maximize the impact of their financial legacy, while also achieving valuable mission-oriented impact.