Maximize Your Impact. Align Your Values. Plan with Purpose.
Explore curated resources designed to help you make informed charitable giving and legacy planning decisions. Whether you're just getting started or exploring advanced strategies, these guides will help you align your financial goals with the causes and legacy you care about most.
New to charitable planning? Begin with these foundational resources to understand your options and build a strong strategy.
Start Here
- Charitable Giving Journey
- Discover a step-by-step approach to charitable giving that helps align your values, financial goals, and long-term legacy plans.
- Charitable Giving Summary
- Discover an overview of charitable giving strategies designed to help you align your philanthropic goals with your overall financial plan.
Donor-Advised Funds
Flexible, tax-efficient tools to simplify charitable giving.
- What is a Donor Advised Fund
-
Learn how donor-advised funds offer a flexible, tax‑efficient way to support the causes you care about.
-
- AssetMark Charitable Donor-Advised Fund Program Brochure
-
Explore how this program simplifies charitable giving with flexible contributions, tax advantages, and easy grant management.
-
- AssetMark Charitable Donor-Advised Funds Program for Financial Advisors
-
Discover how advisors can use donor-advised funds to enhance charitable strategies and deliver more tax‑efficient client solutions.
-
- Creating a Legacy with the Donor-Advised Fund
-
Discover how donor-advised funds can help you build a lasting legacy while supporting the causes that matter most to you.
-
- Donor-Advised Fund vs. Private Foundation
- Understand the key differences between donor-advised funds and private foundations to choose the best approach for your charitable goals.
Charitable Trust Strategies
Advanced planning tools that combine income, tax efficiency, and philanthropy.
- Charitable Remainder Trust Overview
- Explore how charitable remainder trusts can provide income during your lifetime while supporting the causes you care about.
- Charitable Lead Trust Overview
- Explore how charitable lead trusts can support charitable causes now while preserving assets for your beneficiaries in the future.
- Charitable Remainder Annuity Trust vs. Unitrust
- Understand the differences between annuity trusts and unitrusts to determine which option best fits your income and charitable goals.
Charitable Giving Techniques
Maximize your charitable impact while minimizing taxes.
- Charitable Distribution Flyer
- Learn how qualified charitable distributions allow you to donate directly from your IRA while potentially reducing your taxable income.
- Tax-Charitable Deduction Guide
- Learn how charitable contributions can provide meaningful tax deductions while supporting the causes that matter most to you.
- Turn Illiquid Assets into Powerful Gifts
- Discover how non-cash assets can be transformed into impactful charitable gifts while potentially enhancing your overall tax strategy.
- Integrating Real Estate into Charitable Planning
- Discover how real estate assets can be incorporated into your charitable strategy to maximize impact and potentially enhance tax efficiency.
- Charitable Gifts Using Life Insurance
- Explore how life insurance policies can be used as a charitable giving tool to support causes while potentially enhancing your tax strategy.
Retirement & Supplemental Strategies
- Supplemental Retirement Income - CRT
- Discover how a charitable remainder trust can help generate income in retirement while supporting the causes that matter most to you.
Why Charitable Planning Matters
Thoughtful charitable planning can help you reduce taxes, create income, and make a lasting impact—while supporting the causes that matter most to you.
Ready to Build Your Charitable Giving Strategy?
We'll help you evaluate the right approach based on your goals, tax situation, and legacy priorities.