Family matters
A great many of the situations that arise among family members involve not only personal issues but also a financial element. Managing a situation may go more smoothly if you involve us on the wealth planning side. Here are a few examples of how individuals and their advisor may approach a family matter. Helping a […]
Charitable giving through a private foundation
People who want to make a lasting impact in the charitable space, have a defined philanthropic vision and prefer to have greater control than a donor-advised fund (DAF) offers may choose to set up and make a major donation to a private charitable foundation. This strategy can help them realize their objectives now and through […]
How to give directly to charities inside or outside your will
A previous blog—“Have you built charity and philanthropy into your estate plan?”—provided an overview of strategies to give to charity on death. Now, let’s delve more deeply into how you can plan for a direct gift to charity in your estate plan. Here are five ways to accomplish this: Leave a cash gift by specifying that […]
Determining Which Donation Method Suits You Best
When choosing how to make a large charitable gift, the number of available options can seem overwhelming—especially when each brings its own financial benefits. To simplify matters, here are personal situations you may relate to, along with donation methods for each. You want to experience the reward of giving now. You may want the satisfaction […]