Philanthropy
Philanthropic Advisory
Charitable planning can connect personal values with portfolio, tax, estate, and family decisions without turning generosity into a tax exercise.
Framework
Give with intention and operational clarity
Effective philanthropy begins with what the donor wants to accomplish. Structure comes second. Once the purpose is clear, the planning can address timing, funding assets, donor-advised funds, private foundations, qualified charitable distributions, estate considerations, and how family members participate.
Giving Strategy
Define priorities, time horizon, annual giving, larger legacy objectives, and the level of donor involvement.
Asset Selection
Evaluate cash, appreciated securities, concentrated positions, and other assets for charitable use while coordinating tax consequences with qualified professionals.
Giving Vehicles
Compare donor-advised funds, direct gifts, charitable trusts, foundations, and other structures based on control, cost, complexity, timing, and administrative needs.
Family and Legacy
Use philanthropy as a practical setting for discussing values, governance, decision-making, and multigenerational stewardship when that is important to the family.
Approach
Impact and financial structure can be considered together
A charitable strategy should support the mission first while also recognizing taxes, liquidity, estate objectives, investment assets, and family governance. The structure should be no more complex than the donor’s goals require.
- 01Define the objective
- 02Measure the current position
- 03Compare practical alternatives
- 04Implement and review
Frequently asked questions
Questions worth answering clearly
What is a donor-advised fund?
A donor-advised fund is a charitable account sponsored by a qualifying organization. A donor can contribute assets, generally receive any available tax deduction in the year of the gift, and recommend grants to eligible charities over time.
Can appreciated securities be donated?
Often yes, subject to the receiving charity or vehicle and applicable tax rules. Donors should coordinate with their tax adviser before implementing a gift.
Does philanthropic advice include legal or tax advice?
No. Planning can identify issues and coordinate implementation, while legal and tax conclusions should come from qualified professionals.
Next step
Start with the decision you need to make.
Use the Global Advisers contact process to discuss fit, scope, and the appropriate next step.
