Charitable Giving Case Studies

Charitable giving case studies for financial advisors. DAF strategies, QCDs, private foundations, and bunching techniques that maximize tax-efficient philanthropy.

27 case studies

Donor-Advised Fund: Streamlining Complex Giving Strategies

Harrington Legacy Advisors helped a client establish a donor-advised fund (DAF), simplifying complex charitable giving strategies.

Doubling Charitable Impact: Stock Donation Strategy Boosts Giving

Learn how Legacy Bridge Advisors helped a client double their charitable giving impact by utilizing a stock donation strategy.

Back to All Case Studies

Endowment Management: Boosting Returns by 15%

See how we enhanced investment returns for a nonprofit endowment by 15% through strategic asset allocation and risk management.

Estate Tax Reduction: Charitable Remainder Trust Creation

Harrington Legacy Advisors crafted a charitable remainder trust (CRT) strategy, reducing estate taxes and benefiting a local charity.

Family Philanthropy: Three Generations, Shared Values

Learn how Pacific Gate Capital built a family philanthropy program, engaging three generations in shared charitable giving.

Impact Investing: 12% Return on Socially Responsible Portfolio

Discover how Legacy Bridge Advisors generated a 12% return on a socially responsible investment portfolio aligned with a client's charitable values.

Impact Investing: 95% Mission Alignment Score Achieved

Harrington Legacy Advisors created an impact investing portfolio aligned with a client's charitable mission, maximizing social and financial returns.

Legacy Planning: $5M Charitable Trust Creation

Harrington Legacy Advisors established a $5 million charitable trust for a family, ensuring their philanthropic legacy for future generations.

Nonprofit Board Advisory: Securing $1 Million Grant

See how Benjamin Chow advised a nonprofit board, securing a $1 million grant and strengthening organizational governance.

Planned Giving Campaign: 30% Increase in Pledges

Harrington Legacy Advisors consulted on a planned giving campaign, resulting in a significant increase in pledged donations for a non-profit.

Preserving Family Legacy: Governance Structure for $25M Foundation

Discover how Legacy Bridge Advisors established a strong governance structure for a $25M family foundation, ensuring its long-term impact and legacy.

Reducing AGI by $80K: Charitable IRA Rollover Strategy

Discover how we implemented Qualified Charitable Distributions (QCDs) for a retired couple, reducing their Adjusted Gross Income by $80,000 annually.

PreviousPage 2 of 3Next

Stay Ahead

Get Charitable Giving Insights

Join 2,000+ advisors receiving our latest benchmarks and tools.

Explore Categories

Lead Gen2781 Client Service2229 Retention289 Compliance190 Practice Management170 Client Onboarding128 Tax Planning79 Estate & Succession70 Niche Specialization49 Charitable Giving27

Why Golden Door?

Institutional-grade research standards
Data-driven benchmarks from 50+ firms
Actionable playbooks, not just theory