20. Strategic Giving: Aligning Philanthropy, Family, and Tax Planning

Charitable giving can serve multiple purposes beyond supporting causes that matter personally. When approached strategically, philanthropy may also play a role in broader financial, tax, and legacy planning conversations.

In this episode, Don Drury and Tom Moran are joined by attorney and advisor Michael Mongin to discuss donor advised funds, private foundations, charitable remainder trusts, and qualified charitable distributions. The conversation explores how different charitable structures may fit different financial situations, from appreciated stock positions to retirement income planning.

The discussion also examines how philanthropy can become a multigenerational value, including ways families may involve children and grandchildren in charitable decision making and stewardship over time.

Throughout the episode, the team emphasizes that charitable planning is most effective when it begins with genuine philanthropic intent and is then aligned thoughtfully with broader financial goals.

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