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Giving Matters blog

The Giving Matters blog is a way for our leadership team to share their perspectives on trends in philanthropy, charitable planning strategies, and more.

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Vanguard Charitable's picture

Want to boost your impact? Rethink what you give

September 17, 2019

Generally speaking, donating cash to charity provides less tax savings than donating complex assets, which may give you a much greater bang for your buck. Donors who contribute complex assets to a donor-advised fund pay no capital gains taxes on the donated asset, often receive a tax deduction for the asset’s fair market value, and can recommend how to invest the asset to enjoy tax-free growth.

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Vanguard Charitable's picture

Turning your strategy into action

August 29, 2019

To maximize your impact on the causes you care most about, we recommend taking a long-term view of charitable giving and creating a strategic plan. To do this, create an actionable mission statement based on your values. Then, use this foundation to develop more specific, measurable goals over time.  

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Vanguard Charitable's picture

They wanted to donate stock—but there was a problem

August 15, 2019

Jamie and Matt know it will be more cost-effective to donate the appreciated stock itself—if they sell the stock first and donate the proceeds, capital gains taxes will eat into the value of their donation. But there’s a catch: Jamie and Matt would like to give to a local, grassroots anti-poverty organization. They envision supporting programs that promote food security, housing assistance, and job training for individuals striving to make it out of poverty. But the three charities they have spoken with have said that they unfortunately are not equipped to accept gifts of stock.

Jaime and Matt go back to the drawing board. Then they realize they already have a solution...

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Vanguard Charitable's picture

What would you do with an unexpected inheritance?

August 06, 2019

Virginia wanted to honor her father's legacy...but something stopped her from giving the inheritance to charity immediately. If her father had passed on the money to his children, maybe she should follow his example.
 

Already an advisor of a Vanguard Charitable donor-advised fund (DAF), Virginia realized that the giving tool offered the perfect solution: A DAF would allow her to use the $50,000 in a way that would honor Art and his service. And through her succession plan she would be able to pass this legacy on to future generations.

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Vanguard Charitable's picture

Is a donor-advised fund right for you?

August 01, 2019

Leaving a legacy is a personal decision that can take various forms, from bestowing assets to others, to naming a charity as a beneficiary in a will, to continuing a family tradition of giving. What will your legacy be?
 


There are a variety of giving tools available to you in reaching your giving goals. The primary purpose of these various giving options is to transfer assets to charitable causes, but choosing the right tool for you and your mission can be a complex process. We encourage you to focus on what best supports your charitable giving preferences and goals.

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Greg Murray's picture

Advisor to Advisor: How to have the charitable conversation

June 28, 2019

You learned what your clients aren't telling you in the first installment of our Advisor to Advisor series. But what are the best ways to broach the topic of charitable giving? More than 70% of HNW clients indicate that discussing charitable giving with their advisors is important to them. Talking to your clients about their philanthropy is an excellent way to get to know them better and deepen your relationship.

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Vanguard Charitable's picture

Charitable Strategies part three | Find and focus on your charitable passion

June 12, 2019

In part two of our charitable strategies series, we examined two giving scenarios to evaluate the best time to donate for your giving goals. In this segment, we’ll help you find and focus in on your charitable passions so that you can create a plan to achieve your giving goals.

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Vanguard Charitable's picture

Charitable strategies part two | Plan to make a difference

May 28, 2019

As a donor, you may decide you want to recommend $10,000 to charity. Is it better to give that as a one-time lump sum or should you schedule smaller grants over a multi-year period?

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Vanguard Charitable's picture

How donor-advised funds can help charities during a recession

May 16, 2019

In an economic downturn, charities can face a double whammy: higher need and fewer donations. A new study by H. Daniel Heist and Danielle Vance-McMullen indicates that donor-advised funds (DAFs), like those sponsored by Vanguard Charitable, may help address this problem. Evidence suggests that donor-advised funds, unlike other charitable giving tools, continue to support charity at roughly the same rate during recessions, providing nonprofits with a much-needed boost. This approach to giving highlights both the long-term potential of a DAF and the flexibility of the tool, which allows donors to adapt to changing events and the ongoing needs of charities. 

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Greg Murray's picture

Advisor to Advisor: What are your clients not telling you?

April 25, 2019

While many professional advisors find that having the charitable conversation with their clients deepens the relationship, surveys of advisors and clients demonstrate that advisors and clients are not always on the same page.

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