One of the best parts of this job is working with people who want to include charitable giving in their estate plans. Here's how we like to talk about this.
We start with how charitable giving fits into the plan. Many of our clients' primary beneficiaries are individuals (like children), but they want to include charitable giving in a small way, typically by giving a small amount to their church or another organization they care about. For those folks, generally deciding on a gift is just a matter of deciding on an amount and an organization.
For others, charitable giving is the main objective, or is a significant portion of their plan.