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Wealth Preservation · Authority Guide

Charitable Strategies as Preservation Tools

Charitable giving — done deliberately — preserves wealth across generations by reducing tax friction and aligning values.

In this guide

  1. 1 · Executive summary
  2. 2 · Key takeaways
  3. 3 · Key strategies
  4. 4 · Pro-tips checklist
  5. 5 · FAQ
  6. 6 · Related guides & tools

Executive summary

Charitable giving — done deliberately — preserves wealth across generations by reducing tax friction and aligning values.

  • DAFs for batched giving
  • Charitable Remainder Trust for low-basis assets
  • Qualified Charitable Distribution after 70½

Key takeaways

  • DAFs for batched giving
  • Charitable Remainder Trust for low-basis assets
  • Qualified Charitable Distribution after 70½
  • Bunching to clear standard deduction

Key strategies

  1. Strategy 1

    DAFs for batched giving

  2. Strategy 2

    Charitable Remainder Trust for low-basis assets

  3. Strategy 3

    Qualified Charitable Distribution after 70½

  4. Strategy 4

    Bunching to clear standard deduction

Pro-tips checklist

  • Set a target % of income for charitable giving
  • Use DAF to time deductions

FAQ

What's a Donor-Advised Fund?

An account that holds donated assets you direct to charities over time. Immediate deduction, deferred grants.