Ask an Expert: Survey of Charitable Gifting Strategies

The subject of charity is a far-reaching matter that concerns everything from issues as wide and complex as estate planning and taxation to moral and ethical considerations.  We write this article with a keen understanding of the former and leave the latter to the donors and their families. The stated purpose of this survey is, then, to make the reader aware of many of the various charitable gifting strategies to explore with a professional fee-only adviser (not merely fee-based adviser or broker). The unstated purpose: As much as we leave the morality and ethical issues to others, we nonetheless hope to provoke and encourage the reader’s eleemosynary inclinations. Read more.