Dooley: Charitable giving opportunities for investors

When choosing the most advantageous charitable giving strategies, individuals must evaluate a number of factors, such as their need for current income, their desire to control and preserve assets during life and after death, their specific charitable intent, as well as important tax management issues. Charitable estate planning techniques can help achieve many of these objectives. Donor-advised funds, family foundations, and charitable remainder trusts/charitable leads trusts are available to individuals and their families.