Charitable Giving Playbook

Just like a sports team utilizes a playbook as a collection of all possible plays and strategies compiled into one book, this playbook includes many possible strategies available to you. 

Did you know there are strategies that allow you to donate to charity now and still receive income from those assets while living? With 15 different strategies addressed, we are confident you will find one or multiple strategies to implement.

Learn about:

  • Beneficiary Designations

  • Qualified Charitable Distributions (QCD)

  • Donor Advised Funds (DAF)

  • Appreciated Property (stocks, bonds, real estate)

  • Bargain Sale of Property

  • Charitable Trusts

  • Private Foundations and more!

Let’s get started!

You have found yourself amongst a community of like-minded individuals who want to make a positive impact. In a world full of hate, violence, and unrest, it’s great to know there are people like you doing good!

We understand people like you who are passionate about domestic and international causes. This playbook is designed with your passion in mind as we provide you strategies to maximize your generosity and fulfill your purpose.