Charitable giving in the United States has grown steadily even through periods of economic uncertainty. What has changed is not only the amount being given but the way it is being given. Donors who once wrote an annual check are increasingly working through planned gifts and dedicated charitable accounts, structures that separate the decision to give from the decision about where the money ultimately goes. That shift has consequences for donors, for the nonprofits that depend on them, and for the advisors, attorneys, and accountants who help coordinate the two.
In this whitepaper, you'll discover:
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Why bequest giving jumped nearly 20% in a single year, and what it could signal about the coming wealth transfer
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The 5 giving strategies worth discussing with your advisor, from charitable trusts to beneficiary designations
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Why donor-advised funds may pay out more than three times as much as private foundations
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How a DAF might let you take a deduction now and choose your charities later
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Why gifting appreciated stock could beat writing a check
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Which California county gives at more than twice the state rate, and where Sonoma County stands
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What 3,080+ local nonprofits could mean for donors who want their impact close to home
Follow the button below to access the full white paper, or click here to download the PDF version.