In 2017, Americans gave more than $410 billion to charity, with more than 70% coming directly from individuals.*

Things to consider

Depending on your goals — whether you want to give as part of your estate plan or want to get more actively involved in giving now — there are different strategies and approaches to help simplify giving and make your money go further.

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Simplify your family’s giving

Rather than writing checks, Donor Advised Funds offer a simple giving solution that’s easy to set up.

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Leave assets to your favorite charities

With a Charitable Remainder Trust, you can still enjoy an income stream from the assets you gift to one or more charities.

Pieces of a puzzle fit together

Align your portfolio and values

Want to do well while doing good? Let us help you to better reflect your environmental, social, and ethical values in your investments.

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Start a philanthropic legacy

Families with considerable wealth may want to explore making an even greater charitable impact through a private foundation.

*Giving USA, June 2018

What to ask your Janney Financial Advisor

  • How can I maximize my gifts to charities and organizations that I support?
  • What’s the most tax-efficient way for me to give?
  • How can we involve our children in our philanthropy to help them become more compassionate and engaged?

Talk with a Janney Financial Advisor

You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.

Find a Financial Advisor 

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