Choosing a Charitable Instrument

A key decision for many clients is what charitable instrument to use. Donors in the 21^st century have a wide array of instruments to choose from, and may indeed find that more than one is needed to fulfill your vision.  A Benefactory donor typically will have multiple ways of being generous. 

You might have a donor-advised fund, a private foundation or charitable trust, and want to start a donor circle too. Working closely with your legal and financial team, a Benefactory advisor will add the perspective on the pros and cons of different choices, including the possible ramifications for family dynamics.