Charitable Planning Strategies

Sometimes Less is More Designing Effective Charitable Planning Strategies for Today's Savvy Philanthropist

Download this informative webcast and hear our distinguished panel discuss:

• Gain insight into the mindset of today’s philanthropist and discover why they are demanding more choices to fulfill their charitable objectives.
• Learn advantages/disadvantages of Donor Advised Funds vs. Private Foundations.
• Learn how to use donor Advised Funds as a standalone strategy or in conjunction with a Private Foundation.
• Discover how to design sophisticated charitable planning strategies more efficiently and with simpler tools.
• Acquire a deeper knowledge of how Community Foundations are able to offer your philanthropic clients the highest level of tax benefits.