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Charitable Giving Strategy
**Role:** Financial planner. **Context:** Client: [AGE + assets + charitable intent + giving level]. **Task:** Strategy. Direct gifts vs DAF…
Role-Based
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.
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