Total charitable impact

 

They wanted to donate stock—but there was a problem

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...

What would you do with an unexpected inheritance?

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.

Is a donor-advised fund right for you?

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.

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

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.

Charitable strategies part two | Plan to make a difference

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?

How donor-advised funds can help charities during a recession

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. 

Charitable strategies part one | Pay less to give more

It’s counterintuitive to spend money to give money away, but giving tools can be helpful for managing your philanthropy and making your giving more effective. In part one of our series, we will dive deep into how you can make the greatest impact on your charitable giving by using cost-saving tools.