Navigating Private Foundations: Family Legacy and Charitable Engagement

Building on our previous discussions about estate tax planning and donor advised funds, we explore a variety of charitable giving tools, their benefits, and when they make sense for you.

Episode Highlights:

-The impact of recent tax law changes on charitable giving

-Understanding donor advised funds and their advantages

-The differences between donor advised funds and private foundations

-How to effectively bunch charitable gifts for maximum tax benefits

-The role of charitable remainder trusts and charitable lead trusts

-Strategies for business owners to leverage charitable giving

Join us as we unpack these important topics and provide insights on how to make the most of your charitable contributions while ensuring your values are honored.