THE SEEDS YOU PLANT: A COMPREHENSIVE GUIDE TO PHILANTHROPIC GIVING

This comprehensive, but easy-to-read guide to charitable-giving strategies and related investment advice is organized around the choices that investors face: purely philanthropic strategies, partly philanthropic strategies, and investments. The introductory essay, “Your Philanthropy, Empowered,” addresses how donors can define their philanthropic mission, make an impact, size their capacity to give, and implement their philanthropic mission.

The strategies discussed include direct gifts, charitable IRA rollovers, donor-advised funds, private foundations, charitable pledges, bequests, charitable lead annuity trusts, charitable remainder trusts, charitable gift annuities, and pooled income funds. The “Investments” section explains why your time frame matters in making asset-allocation decisions, what assets to give, responsible investing, and for-profit charitable strategies.