Often, people think that if you set up a Charitable Remainder Trust (CRT), your heirs will resent you for what they may have perceived as their money. Not necessarily true.
The U.S. Trust Study of the Philanthropic Conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.
Cash donations represented 40% of allocations to donor-advised funds at Vanguard Charitable in the seven months ended in January, up from 29% in the same period a year earlier.