The Merits of Charitable Lead Annuity Trusts

The American College of Financial Services
Penta | Barron's
December 10, 2019

Giving to a charity should be simple, but very often it is anything but for wealthy families looking to give back and create a legacy for future generations.

Donor-advised funds (DAFs) have become a vital tool for achieving these philanthropic goals. DAFs are a giving vehicle that allow donors to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time. 

Phil Cubeta, Assistant Professor of Philanthropy and CAP Program Director at The American College of Financial Services, shares his insights with Barron’s Penta on the different types of donor-advised funds and how charitable giving has become a cornerstone for defining family values and educating future heirs.

Read more here.

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