Bequests and beneficiaries
How gifts may be included in a will, trust, retirement account, or beneficiary form.
Tax-Wise Giving
Charitable Giving and Legacy Decisions
Charitable giving can be part of a thoughtful financial and estate plan. Get the education before speaking with a qualified professional.
Planning context
Giving choices can connect with taxes, income, family goals, and legacy plans.
Learn about gift annuities, charitable trusts, donor-advised funds, bequests, and beneficiary designations.
Ask before acting
Discuss taxes, documentation, timing, and tradeoffs with a qualified professional.
Common giving topics
Use these topics as a starting point for a conversation with a qualified adviser.
Gift annuities and trusts
Planning tools that may combine giving with income, tax, or estate goals.
Donor-advised funds
A giving tool that can help organize charitable choices over time.
Have a question about charitable giving?
Ask a question or browse related planning materials.
Related PDFs
Start with selected giving materials.
Tax-Wise Giving Resources
Review charitable giving topics connected to financial, tax, and estate planning conversations.
View Giving Resources