Overview

This course helps you learn about the different vehicles available to you for your charitable giving plan. Not every giving plan is the same that is why it is important to learn about the vehicles that can be used for meaningful giving.

Objectives

When you complete this course, you will:

  • Explain the overall purpose of a planned giving vehicle
  • Recognize common giving vehicles including direct giving (cash or checkbook giving), donor-advised funds, and private foundations/community foundations/charitable trusts
  • Choose which vehicle is best for you and your goals
  • Recognize key factors to consider when evaluating your giving options
Course Outline
Title Type Highlight
1. Choosing the right vehicle for your charitable giving goals Article
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Wondering what vehicle to use for your charitable giving? Read this article to learn the overall purpose of a giving plan vehicle.

Wondering what vehicle to use for your charitable giving? Read this article to learn the overall... More
2. Choosing the right donor-advised fund sponsor Article
If you are a charitably inclined, read further to learn about the benefits of DAFs.
3. 5 questions to ask when choosing a donor-advised fund sponsor Article
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Read this article learn about the 5 questions to consider when selecting a donor-advised fund (DAF) sponsor.

Read this article learn about the 5 questions to consider when selecting a donor-advised fund (DAF)... More
4. Are you thinking about establishing a private foundation? Article
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Are you thinking of establishing a private foundation? Read this article to learn more about and where to start.

Are you thinking of establishing a private foundation? Read this article to learn more about and... More
5. Donating to a community foundation Article
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Donating to a community foundation is an excellent way of supporting charitable events and causes in the United States. Read this article to learn more.

Donating to a community foundation is an excellent way of supporting charitable events and causes in... More
6. Support charities and receive lifetime income with a charitable gift annuity Article
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Fidelity explains charitable gift annuities, and how they can benefit you and your family while still allowing you to make your charitable contributions to the charity of your choice.

Fidelity explains charitable gift annuities, and how they can benefit you and your family while... More

Want more?

4 steps to boost your charitable giving IQ

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Sizing up nonprofits for your charitable donations

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