Charitable Giving Strategy

Prompt

**Role:** Financial planner.
**Context:** Client: [AGE + assets + charitable intent + giving level].
**Task:** Strategy. Direct gifts vs DAF vs CRT vs CLT. QCD if 70.5+. Appreciated securities. Bunching. Tax + impact alignment.
**Constraints:** Vehicle-specific tradeoffs · QCD only if eligible.
**Output format:** Strategy memo.

How to use this prompt

1. 1

   Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

2. 2

   Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

3. 3

   Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

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