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Charitable giving offers favorable tax benefits for taxpayers, but to maximize those benefits, advisors and their clients must consider the consequences of planned giving on income taxes, capital gains taxes, gift taxes, and generation-skipping transfer taxes.

Our article provides a comprehensive overview of these issues, as well as the following:

• The various income tax deduction limits imposed on charitable contributions
• Key features of charitable trust arrangements, including charitable remainder trusts and charitable lead trusts
• Features and benefits of donor-advised funds and private foundations

Fill out the form to download the Charitable Planning Primer to effectively guide your clients through their charitable planning options and ensure their charitable giving aligns with their financial situation and personal goals.