What Issues Should I Consider When Establishing My Charitable Giving Strategy?
Overview
The same charitable gift can accomplish more, for the charity and for you, when it's planned rather than given reactively. A clear sense of what you want your giving to accomplish shapes everything that follows.
From there, the practical questions, which assets to give, which vehicle to use, how it fits your tax picture, tend to have clearer answers.
What this checklist covers
- 1Foundational issues
- 2Cash flow issues
- 3Asset issues
- 4Tax issues
Common questions

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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.



