Resources & Tools for Advisors – #GivingTuesday 2021

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The following tools and resources are designed to help you, help your clients along their philanthropic journey. Please feel free to share with others and if you have any questions, please contact us at

  • What are the different types of Giving Vehicles? This comparison chart outlines the different corporate structures that your client can set up to facilitate their philanthropic objectives.
  • Philanthropy comes up often in the tax planning conversations, but is it always about taxes? This chart answers some common questions and directs you where to go for additional information.
  • We work with entrepreneurial families. Sometimes there are questions about when is it better to donate from the family business, and when is it better to donate personally. This short document explains the pro’s and con’s of these two types of contributions.
  • Not all philanthropists are created equal. However, there are five distinct approaches to giving. This chart highlights the different types of philanthropy. Using this information, it can inform the wealth plan you create.
  • We all have a digital footprint. For many, this is the last thing that gets passed down. To address this challenge, here is a tool that your clients complete and share with their Trusted Advisors and Next of Kin.