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Charitable Giving

Philanthropy & giving.

Your philanthropy follows your vision and supports the issues that matter most to you. See how giving can be part of your wealth management strategy.

2022 Charitable Giving Strategies

One of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways.

Key Questions: What Is a Donor-Advised Fund, and Should I Create One?

These funds for charitable giving are growing in popularity. Consult your advisor to see if it is right for you.

Giving to a Family Member? Act Now with a Specialized Trust to Minimize Your Tax Burden

We all know that low interest rates make it an excellent time to refinance or purchase a home. What many don’t know is that low rates can also make it a good time for making gifts to family members..

Make the Most of Charitable Giving with Your IRA

Philanthropy plays a significant role for many high-net-worth families in their wealth planning. When we think about leaving a charitable giving legacy, making a bequest from our estate naturally comes to mind. However, individual retirement accounts (IRAs) can be an attractive and flexible way to manage charitable gifts and meet estate planning needs.

From Checkbook Giving to Strategic Philanthropy: Six Questions to Start a Family Giving Discussion

A combination of changing wealth demographics, external market influences, and new technologies has democratized charitable giving in the United States. The more individuals respond to the ease with which people can now donate, for example, via social media platforms or by texting to contribute, the less families coordinate giving efforts to meet broader philanthropic goals.

Giving for Good: Generational Differences in Philanthropy, Legacy, and Wealth Planning

Your family may have a clear desire to make a positive impact on the world, but do you truly understand the differences between how you view the family mission, and how your children see this mission? Based on the latest Key Private Bank Advisor Poll on philanthropy, 80% of financial advisors said only some or hardly any clients involve the next generation in family philanthropy.

Checklist: How to Maximize the Impact of Your Philanthropic Giving

High-net-worth (HNW) investors and families most often engage in philanthropy and charity for moral reasons — with 34% of advisors saying clients feel a duty to make the world a better place and 32% citing an ethical obligation to repay the people and institutions that contributed to their success, finds the Key Private Bank Advisor Poll on philanthropy.

Key Private Bank Philanthropy Advisor Poll

Key Private Bank’s Advisor Poll on philanthropy surveyed more than 120 client-facing advisors, exploring wealth advisors’ experiences working with high-net-worth clients on philanthropic investing strategies and execution.

Checklist: Reach Charitable Goals Using Donor-Advised Funds

Donor-advised funds are growing in popularity, and it’s easy to see why.

3 Tips for Meeting Tax and Philanthropic Goals Through Charitable Remainder Trusts

Combining charitable giving with an ongoing income stream, a charitable remainder trust (CRT) can play an important role in your wealth and estate plan.

Local Volunteer Opportunities: A Smart Guide for Retirees

You're retired. Your time is finally yours. You might be considering adding some volunteer efforts to your day now that you have the time to give back.

B Corps and Benefit Corporations as a Force for Good

A sneak peek at the future of corporate culture can be as jaw dropping and revelatory as that unexpected glimpse at the future of rock 'n' roll was to the crowd at that 1950s sock hop.

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