Staff from our philanthropic services department have authored several articles about various charitable and planned giving options and best practices in philanthropy. From time to time, we also include articles written by professional advisors about technical matters pertaining to charitable giving.

Below you will find articles about charitable contributions of real estate, retirement plan assets, closely held business interests, estate planning for registered domestic partners, making estate planning your new year’s resolution and more.

These articles are intended to be informational tools for you and your clients. You are welcome to provide them directly to your clients, or to use the information to facilitate a conversation with your clients.

If you are an advisor interested in posting an article on our Web site, contact Director of Gift Planning Carol Bradford at (213) 413-4130.

Articles

• Benefit From Your Retirement Plan (pdf)
• Create a Charitable Employee Stock Ownership Plan (pdf)
• Diversity in Philanthropy: Diversifying Your Donor Base (pdf)
• Donate Closely Held Stock (pdf)
• Involve Family in Your Charitable Giving (pdf)
• Make a Meaningful Donation: Charitable Gifts of Real Estate (pdf)
• Tax and Succession Planning for Registered Domestic Partners: Opportunities Before and After AB 205 (pdf)