In addition to monetary donations made by a client during his lifetime, a variety of options for charitable giving, both during lifetime and at or after death, are available. A client may desire to name a charity as a partial beneficiary in his will, or to name a charity as a beneficiary on a retirement account. Charitable remainder trusts, charitable annuity trusts and charitable lead trusts are available depending upon the client's desires and philanthropic goals. These trusts can be set up during the client's lifetime and/or included in a client's will or separate trust. Clients can benefit both family members as well as charities, depending upon their wishes and time frame for such gifts.

Subject to certain limitations, clients may obtain charitable deductions for outright gifts made during lifetime, for instance, cash, stock, real property, or other assets - as well as charitable gifts made in qualified charitable trusts and other testamentary documents.