Bequests and beneficiaries
How gifts may be included in a will, trust, retirement account, or beneficiary form.
Tax-Wise Giving
Charitable Giving and Planning Decisions
Charitable giving can be part of a thoughtful financial and estate plan. These resources introduce giving choices to discuss with a qualified professional.
Planning context
Giving choices can connect with taxes, income, family goals, and legacy plans.
These materials explain tools such as charitable gift annuities, charitable remainder trusts, donor-advised funds, bequests, and beneficiary designations.
Ask before acting
Discuss charitable planning tools with a qualified professional who can explain taxes, documentation, timing, and tradeoffs.
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 us a question or browse the resource library for related planning materials.