Every kind of advisor, clearly labeled.

Charitable remainder trusts

CRUT structuring · CRAT structuring · NIMCRUT design · funding a CRT with a business or real estate

For: selling a highly appreciated business or asset, wanting income plus a future charitable gift, deferring capital gains tax on a planned sale

Charitable lead trusts

charitable lead annuity trusts (CLATs) · charitable lead unitrusts (CLUTs) · grantor vs. non-grantor CLT design

For: transferring wealth to heirs at a reduced gift or estate tax cost, supporting a charity now while preserving principal for family

DAF vs. private foundation

donor-advised fund structuring · private foundation formation · hybrid DAF-and-foundation strategies

For: deciding between control and simplicity, weighing privacy against public reporting, comparing cost and administrative burden

Advanced donor-advised fund strategy

DAF as a pre-sale holding vehicle · superfunding a donor-advised fund · multi-year DAF investment strategy

For: a pending liquidity event, wanting a deduction this year without naming charities yet, consolidating giving at scale

Appreciated asset gifting

gifting concentrated public stock · gifting appreciated real estate · gifting art, collectibles or other non-cash assets

For: avoiding capital gains tax on a sale, diversifying a concentrated position, donating assets other than cash

Business interest gifting

gifting LLC or partnership interests · gifting closely-held or pre-IPO stock · pre-transaction charitable planning

For: approaching a sale or liquidity event, holding a founder's concentrated equity stake, structuring a gift before a transaction closes

Legacy & estate integration

charitable bequests and beneficiary designations · coordinating giving with a revocable or irrevocable trust · values-based family philanthropy planning

For: updating a will or trust to include charitable giving, involving heirs in family philanthropy, coordinating charitable giving with an estate plan

Family governance & succession

next-generation involvement in giving · family foundation board succession · codifying family giving values and mission

For: preparing heirs to continue family philanthropy, avoiding conflict among family board members, documenting a family mission or giving policy