Charitable giving is a powerful way to express your values in your estate plan—but how do you ensure your gifts make the impact you intend?
Why Charitable Giving Matters in Value-Based Planning
- It allows you to express your deepest priorities.
- It can reduce estate taxes.
- It sets an example of generosity for future generations.
Ways to Incorporate Giving
- Create a Charitable Remainder Trust (CRT)
Provides income to your heirs for a set period, then donates the remaining assets to charity. - Establish a Donor-Advised Fund (DAF)
Make donations during your lifetime and involve your family in grant-making to chosen causes. - Designate Charities as Beneficiaries
IRAs, insurance policies, and brokerage accounts can pass directly to nonprofit organizations. - Create a Family Foundation
This long-term option creates a structured way for your family to engage in philanthropy over generations.
Align Giving with Your Story
The most meaningful giving is intentional. Consider the causes that mattered to you, the moments that shaped you, and the legacy you want to leave behind.
