This presentation will provide a high-level overview of various charitable planning vehicles, including charitable lead trusts (CLTs), charitable remainder trusts (CRTs), donor-advised funds (DAFs), and private family foundations (PFFs). The speaker will also explore the pros and cons of each strategy in relation to the others. Course objectives: (1) Understand the basic structure and function of various charitable planning vehicles; (2) Explore the things that make each of these vehicles unique; (3) Examine the circumstances under which each charitable planning vehicle is most appropriate to accomplish a client’s goals.