Choosing the Right Vehicle for your Charitable Giving

GEMs Podcast

There are many different vehicles for charitable giving that can help support your objectives and create a philanthropic legacy. Charitable giving is an important discussion to have with your advisors to determine whether your charitable giving is best done individually or through a trust, a private foundation, donor advised fund, or another entity. In this podcast, Director of Wealth Strategies Kerry Reeves discusses the differences between a donor advised fund and a private foundation and how to determine if either strategy would be optimal for your charitable giving.