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About

Philanthropy should be more about the joy of giving and less about the anxiety of risk assessment.

It feels good when you give to a cause that matters to you; it feels better when you do it right. Charitable giving is one of the most rewarding and fulfilling activities you will ever experience. You should approach it joyfully, with an open heart. You should also approach it thoughtfully, with attention to detail. Here’s how.

The charitable giving landscape has gotten so complicated that even experienced philanthropists find it hard to decide how to give. The book examines the five types of organizations to which a donor might direct charitable gifts. It includes concise definitions of pertinent terms, a comprehensive section on issues to consider, checklists to aid your decision-making, and resources for additional research.

This guide for charitable donors is the result of Dan Shephard’s 28 year fundraising career working with philanthropists and their professional advisers, coordinating with representatives of Community Foundations, requesting grants from Private Foundations, and watching the emergence and growth of Commercially Sponsored Donor Advised Funds.

Praise for Charitable Choices

“When you are ready to step into charitable giving in a thoughtful way, you are faced with a myriad of options. Charitable Choices: How to Avoid Donor’s Remorse provides lots of information in a clear and well-organized way. If you are looking for a map of the charitable giving landscape, this is the book for you.” Mark Ewert, Philanthropy Coach and author of The Generosity Path: Finding the Richness in Giving

“This succinct description of giving options fills an important niche for the donor who is interested in doing the right thing in the right way, and it does so without overwhelming the reader with the endless minutiae of tax law.” Russell N. James III, J.D., Ph.D., CFP®, author, Visual Planned Giving

“I’m happy to see a book for aspiring philanthropists that provides such direct guidance and detail as they consider  how to pursue their charitable giving.  Charitable Choices is an excellent donor guide for those who want to be purposeful about their giving.”  Roy C. Jones, CFRE, coach and development advisor; and author, Rainmaking: The Fundraiser’s Guide to Landing Big Gifts

“A no-nonsense, easy-to-read guide that belongs on every philanthropist’s desk, as well as every fundraiser’s desk. Great “how-to” manual written in simple, plain English.”  Viken Mikaelian, CEO, PlannedGiving.Com

“A very concise and easy to understand summary of the ever-expanding menu of giving options that both novice and experienced philanthropists, as well as professional advisors, will certainly find helpful.”  Marc Littlecott, CAP®, Director of Gift Planning, South Dakota State University