Charitable giving strategies that can support the causes you care about.
We recently sat down with SYF’s investment partner, Stifel, to learn more about charitable giving options donors may wish to explore with their financial, tax, and legal advisors.
Donna Frederick, Executive Director of Stifel Charitable Inc., is passionate about helping more people better understand the charitable giving opportunities available to them. She noted that many donors are interested in learning more about charitable giving strategies, but these conversations are not always proactively initiated by professional advisors.
Below are four charitable giving approaches Donna highlighted:
- Qualified Charitable Distributions (QCDs)
- If you are age 70 ½ or older, a QCD may allow you to support organizations like SYF directly from your IRA while potentially reducing taxable income and satisfying Required Minimum Distributions (RMDs).
- Charitable Remainder Trusts (CRTs)
- A CRT may provide income to an individual or loved one over time before remaining assets support charitable organizations.
- Charitable Lead Trusts (CLTs)
- A CLT provides income to charitable organizations for a period of time before remaining assets pass to heirs or beneficiaries.
- Legacy Giving through Estate Planning
- Some supporters choose to include organizations like SYF in their wills, trusts, retirement accounts, or beneficiary designations as part of the legacy they hope to leave behind.
Donna shared that charitable planning conversations are often most impactful when they begin early and are thoughtfully incorporated into broader estate and financial planning discussions.
For organizations like SYF, these types of gifts help more students access educational travel experiences that build confidence, deepen cultural understanding, shift perspectives, and expand what they believe is possible.
