A broad overview of various charitable vehicles, including: private foundations, donor advised funds, endowments, support organizations, charitable reminder trusts, and charitable lead trusts. The pros and cons of various vehicles will be illustrated through case studies. The discussion will also include charitable strategies that maximize tax savings, including gifting appreciated assets, “bunching,” and IRA charitable rollover.
- Learn about the various charitable vehicles available for philanthropists who want a more structured, strategic approach to their giving.
- Understand why a particular vehicle may or may not be a good option based on a person’s motivations and objectives.
- Learn simple charitable strategies that can result in significant tax savings.
Natella Royzman, Director of Charitable Gift Planning, Jewish Community Foundation of Los Angeles
Georg Dulgeryan, Development Officer, California Community Foundation