Giving with Impact:

Season 3 Episode 5
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One Size Doesn't Fit All: Determining Which Charitable Vehicle is Right for You

The vast majority of Americans tend to handle their charitable contributions using fairly straightforward means – opening their wallet or personal checkbook. But for many people, there may be advantages to the use of what are broadly referred to as 'planned giving vehicles.' Benefits for doing so can include favorable tax treatment of assets in the vehicle, or the ability to take a tax deduction in the current year for gifts that are made in the future, among others. So, what are these various types of giving vehicles, and how can you determine which one might be best aligned with your charitable goals and objectives? Are they mutually exclusive, or can they be combined across a broader philanthropic strategy? And once you’ve decided which to pursue, how do you get started?

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review


After you listen

  • Learn more about how donor-advised funds can help maximize your charitable impact.
  • Download the Schwab Charitable Giving Guide to learn more about giving vehicles.
  • Visit Cerity Partners to learn about the diverse solutions they offer.

Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review.

If you enjoy the show, please leave us a rating or review on Apple Podcasts.

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