Fund a family foundation for legacy giving, employ next gen, control grants forever.
Private foundations offer more control than a DAF: family serves as board, hires family members (reasonable comp), makes grants to charities of choice, existing forever. Deduction: cash 30% AGI, appreciated stock 20% AGI (lower than public charity). Must distribute 5% of assets annually. 1.39% excise tax on net investment income. Setup $10–25K, min viable size ~$2–5M assets.
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Bunch 5 years of giving into one DAF contribution, itemize once, then take standard deduction.
Give appreciated stock — no cap gains, full FMV deduction, and rebuy with cash to reset basis.
Sell appreciated asset inside CRT — no cap gains, income stream for life, remainder to charity.
Zeroed-out CLAT: charity gets annual payments, heirs get remainder gift-tax-free.
Direct up to $105K/yr from IRA to charity — counts toward RMD, NOT in AGI.
Donate development rights on land → charitable deduction of full easement value.
Donate the facade of a historic building — deduction ~10–15% of building value.
Contribute to a charity-managed pool — get pro-rata income for life + charitable deduction.