Developing a Charitable Giving Strategy: Where to Begin

Knowing what to give, how to give and where to give can help ensure your charitable giving aligns with your values and maximizes your impact.

A couple sit on the floor in front of their sofa and look at a laptop together.
(Image credit: Alamy)

While the benefits of charitable giving year-round are well known, as it presents an opportunity for individuals and families to further their own philanthropic mission and engage younger generations, it can be hard to know where to begin. A robust giving strategy considers the various ways to give, the proper ways to vet charities and how these opportunities further your mission. The process may appear daunting at first, but a thoughtful approach will ensure your gift aligns with your values and maximizes your impact.

What to give

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Nicole Jackson-Leslie, JD, 21/64 Certified Advisor
Managing Director, Senior Wealth Planner, Brown Brothers Harriman

Nicole Jackson-Leslie provides guidance to high-net-worth families and individuals throughout all aspects of their estate planning, including generational transfer of family wealth, business succession, philanthropy, next-generation education and tax minimization. Prior to joining the firm in 2018, she practiced at the law firm of Choate, Hall & Stewart LLP in Boston.