# Charitable Leak

> Advanced charitable tax strategy for high-net-worth donors — donor-advised funds vs. private foundations, charitable remainder and lead trusts, gifts of business interests and appreciated assets, and legacy/estate integration — plus a connection to financial planners, CPAs and estate attorneys who specialize in high-net-worth charitable planning. Educational only — not tax, legal or investment advice.

Charitable Leak is an independent directory. People describe what they are looking for; the platform matches them with independent advisors. Content is educational only — not professional advice. Part of the R0cketShip network.

## Explore
- [Charitable remainder trusts](https://charitableleak.com/explore/charitable-remainder-trusts): Converting a highly appreciated business or asset into income, with the remainder to charity.
- [Charitable lead trusts](https://charitableleak.com/explore/charitable-lead-trusts): Wealth-transfer structures that support a charity now and preserve principal for heirs later.
- [DAF vs. private foundation](https://charitableleak.com/explore/daf-vs-private-foundation): Choosing — or combining — a donor-advised fund and a private foundation.
- [Appreciated asset & business interest gifting](https://charitableleak.com/explore/asset-and-business-interest-gifting): Donating stock, real estate and business interests instead of cash.
- [Legacy & estate integration](https://charitableleak.com/explore/legacy-and-estate-integration): Weaving charitable giving into a multigenerational estate and family-governance plan.
- [Advanced donor-advised fund strategy](https://charitableleak.com/explore/advanced-daf-strategy): Using a donor-advised fund as more than a simple giving account.
- [Charitable planning around a liquidity event](https://charitableleak.com/explore/liquidity-event-tax-planning): Timing charitable structures around a sale, acquisition or IPO.

## Specialties
- [Charitable remainder trusts](https://charitableleak.com/modalities/charitable-remainder-trusts): CRUT structuring, CRAT structuring, NIMCRUT design, funding a CRT with a business or real estate
- [Charitable lead trusts](https://charitableleak.com/modalities/charitable-lead-trusts): charitable lead annuity trusts (CLATs), charitable lead unitrusts (CLUTs), grantor vs. non-grantor CLT design
- [DAF vs. private foundation](https://charitableleak.com/modalities/daf-vs-private-foundation): donor-advised fund structuring, private foundation formation, hybrid DAF-and-foundation strategies
- [Advanced donor-advised fund strategy](https://charitableleak.com/modalities/advanced-daf-strategy): DAF as a pre-sale holding vehicle, superfunding a donor-advised fund, multi-year DAF investment strategy
- [Appreciated asset gifting](https://charitableleak.com/modalities/appreciated-asset-gifting): gifting concentrated public stock, gifting appreciated real estate, gifting art, collectibles or other non-cash assets
- [Business interest gifting](https://charitableleak.com/modalities/business-interest-gifting): gifting LLC or partnership interests, gifting closely-held or pre-IPO stock, pre-transaction charitable planning
- [Legacy & estate integration](https://charitableleak.com/modalities/legacy-estate-integration): charitable bequests and beneficiary designations, coordinating giving with a revocable or irrevocable trust, values-based family philanthropy planning
- [Family governance & succession](https://charitableleak.com/modalities/family-governance-and-succession): next-generation involvement in giving, family foundation board succession, codifying family giving values and mission

## Who we help
- [Business owners before a sale](https://charitableleak.com/for/business-owners-pre-sale): to reduce the tax cost of a pending business sale through charitable giving
- [Ultra-high-net-worth families](https://charitableleak.com/for/ultra-high-net-worth-families): a coordinated, multigenerational charitable strategy
- [Concentrated public-stock holders](https://charitableleak.com/for/concentrated-stock-holders): to diversify a concentrated position without triggering capital gains tax
- [Family office principals](https://charitableleak.com/for/family-office-principals): to integrate charitable strategy into overall wealth and estate planning
- [Founders before a liquidity event](https://charitableleak.com/for/pre-liquidity-founders): to structure a charitable gift before a sale, acquisition or IPO closes
- [Legacy-minded families](https://charitableleak.com/for/legacy-minded-families): to pass down both wealth and philanthropic values to the next generation

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