While it’s important that charities and their staff understand how to match various tools, such as charitable remainder trusts (CRTs), charitable lead trusts (CLTs), charitable gift annuities and other gift plans with the needs of their donors, which may otherwise preclude a desired gift, it’s equally important that advisors who are working with charitably inclined clients understand the mission of the charities they wish to support and work to structure gifts that strike a balance between the personal planning goals of the donor and his various charitable objectives. A gift structure that’s appropriate for one cause may be badly mismatched with the goals of another. This mismatch can especially come into play when a client is seeking recognition for a gift and/or credit toward a particular project or fundraising goal.
Source: Philanthropic Planning Challenges … Mission Possible or Impossible?
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