Documents

Preview and download PDF documents and concept sheets about our creative giving solutions

Giving Fund

Non-cash giving

2025 Impact Report

The One Big Beautiful Bill Act (OBBBA)

Make the most of every gift

Maximize your clients’ giving

Maximize your giving impact

Building a generous business

Major gifts guide for charities

Your guide to the 2025 giving season

Investment pools

Impact investing

Testamentary charitable giving

Succession plan

Charitable gift annuity

International granting

Supporting organization

Single-Charity Fund

Single-Charity Fund for charities

Grantmaking causes

An overview of your complex gift experience

Maximize your business sale to multiply your giving

Stock giving: A smarter way to make an impact

Using your real estate to fund charity

Using your real estate income to fund charity

Comparing donor-advised funds and private foundations

Compare giving vehicles: DAFs, private foundations, supporting organizations

Moving your private foundation to a Giving Fund

Qualified charitable distributions from your IRA

IRA charitable distribution to gift annuity

Separately managed accounts

Use your life insurance to fund charity