Welcome, and thank you for joining us at today’s Washington Planned Giving Council luncheon. Whether you’re a seasoned advisor, a nonprofit professional, or simply curious about the evolving landscape of charitable giving, we’re excited to share a collection of insights and resources we’ve developed at LNW. These pieces explore key strategies in philanthropic gifting from legacy planning to innovative giving vehicles and are designed to spark ideas, deepen understanding, and support the meaningful work you do in your communities.
End of Year Charitable Giving
As we move through fall and into winter, end-of-year planning is naturally top of mind with charitable giving high on the list of priorities. People may naturally be in a giving mood, tax considerations are top of mind and charities are often making a final push to meet their yearly goals or to wrap up fundraising for a particular project. Read more…
Philanthropic Giving: Developing a Strategy
A lot of charitable giving happens in a mad rush at year-end, for many good reasons. But wouldn’t it be great to start earlier in the year, with a plan in mind for how you and your family can give in a more deliberate and possibly more impactful way to the causes you care about? Read more…
Smart Ways to Give to Family and Charity
Over the past 10 or 20 years, all sorts of assets have increased greatly in value. If you are now considering transferring some of those gains to the younger generations in your family or to favored nonprofits, it’s important to take the time to strategize about what non-cash gifts you should make, when and to whom. Read more…
Trust-Based Philanthropy in Context
Trust-based philanthropy has been gaining ground in the 2020s, providing a way to reframe the relationship between donors and nonprofits in a more productive, equitable way. Read more…
Charitable Gift Annuities (CGAs): Higher Rates Extended into 2025
Thinking of donating to a university or another nonprofit but want income as well as tax advantages from the gift? A Charitable Gift Annuity or CGA is worth exploring, especially as we head into 2025. Read more…
Tax Strategies for Making the Most of Your Wealth in Each Phase of Life
In the simplest terms, financial life can be divided into two phases: building wealth and accessing it. In modern society, you often hear about these in terms of working to accumulate wealth, fully accessing it in retirement, and eventually transferring it to the next generation. Read more…
Charitable Giving Trends: Where Do You Fit In?
The annual report from the Giving USA Foundation, produced in partnership with the Indiana University Lilly Family School of Philanthropy, allows for comparison of data collected annually for the past 65 years. Read more…
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