Regardless of your level of wealth, asset-based philanthropy should be conducted free of public pressure.
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Is giving 50 percent enough for the very wealthy? Continue Reading »
Charitable Giving, Philanthropy/Charitable GivingThere are two types of charitable giving: personal and social. Gifts that are part of the estate plan are typically a form of personal giving. By contrast, most traditional charity fundraising uses a social giving model. Both are equally important, but it is helpful to make the conceptual distinction when helping clients to include philanthropy in their estate plans…..
Philanthropy is personal; fundraising is social Continue Reading »
Estate Planning, Philanthropy/Charitable GivingThe paradox of the donor advised fund is its flexibility provides greater certainty that the donor’s charitable intentions will be served over time…..
Donor Advised Funds are iPads; Testamentary Charitable Trusts are Commodores Continue Reading »
Estate Planning, Philanthropy/Charitable Giving