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Philanthropy Playbook

The Philanthropy Playbook helps high-net-worth families give with more purpose, impact, and tax efficiency. Learn how to evaluate giving strategies, use tools like donor-advised funds, and align your charitable goals with your broader financial plan.

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What’s Inside

Charitable Goals & Values

Clarify the causes and values that will guide your giving.

Tax-Smart Giving Strategies

Learn efficient ways to give using cash, stock, and timing.

Giving Vehicles

Compare donor-advised funds, foundations and other charitable tools.

Family Legacy Planning

Involve family in sahred values and mutligenerational giving.

Measuring Impact

Evaluate nonprofits and track the difference your giving can make.

Created by Nathan Lee, CFP®

I read every email and would love to hear if this guide helped you.

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