To help you and your clients, our experts in the Donor Relations department have written articles about various charitable and planned giving options and best practices in philanthropy. Occasionally, we also offer articles by professional advisors about technical issues in charitable giving.

Below are articles about charitable contributions of closely held stock, retirement plan assets, closely held business interests, estate planning for registered domestic partners and more.

Feel free to distribute the articles to your clients directly or use them as talking points as you and your clients discuss philanthropy.

If you are an advisor interested in posting an article on our Web site, contact Director of Gift Planning Carol Bradford at (213) 413-4130.

Articles

• Benefit From Your Retirement Plan (pdf)
• Create a Charitable Employee Stock Ownership Plan (pdf)
• Diversity in Philanthropy (pdf)
• Donate Closely Held Stock (pdf)
• Involve Family in Your Charitable Giving (pdf)
• Make a Meaningful Donation: Charitable Gifts of Real Estate (pdf)
• Tax and Succession Planning for Registered Domestic Partners: Opportunities Before and After AB 205 (pdf)