How to Build a Charitable Legacy Without a Private Foundation

You can build a lasting charitable legacy without a private foundation. For most families, five simpler strategies offer similar tax benefits and family involvement with far less cost and paperwork: donor-advised funds, qualified charitable distributions (QCDs) from IRAs for those 70½ and older, gifts of appreciated investments, charitable remainder trusts, and naming charities as IRA or estate beneficiaries.

Charitable Gifting, Estate Planning, General Financial Plan..., RetireeChip Hymiller, AIF®, CFP®November 4, 2026Charitable Gifting, Qualified Charitable Distributions, Estate Planning, Private Foundation, Gifting, Donor-Advised Funds