Generosity can change the world—and your family.
Charitable giving can be a powerful vehicle for bringing your family together.
When a family takes the time to work together to identify its philanthropic goals and to collaborate on where and how to give, it can create a meaningful philanthropic legacy for multiple generations.


Putting the “Family” in Family Philanthropy

Charitable planning involving multiple generations starts with the family’s needs, interests, assets, and goals
Putting the “Family” in Family Philanthropy

A family needs to think not only about its portfolio of assets, but also its portfolio of interests
Putting the “Family” in Family Philanthropy

With open channels of communication, you can create a philanthropic legacy for multiple generations, engaging the family and benefitting the causes the family supports



7 Tips to Make the Most of Your Charitable Gifts


Cash is Not Always King
A gift of long-term, appreciated, publicly held stock is often a more tax-efficient gift than cash.

Don’t Forget That Your IRA Assets Can Be Left to Charity
IRA assets are heavily tax-burdened and can be very attractive for gifts to charity, rather than family.

Communicate About Your Philanthropic Legacy
If you want a private foundation or donor advised fund to be a lasting family legacy, include your family in its planning and operations.



Additional Insights


Will Tax Reform Impact Charitable Giving?
The 2017 Tax Cuts and Jobs Act created some philanthropic winners and losers for the next few years
Read more
Making Your Charitable Gifts Last
Even as you strive to be tax efficient and timely in your year-end giving, those gifts can be part of a longer-term charitable giving strategy
Read more


Becoming a Philanthropist: There’s more involved than just writing checks
There are many steps to consider at each important phase of a charity’s lifetime
Read more
Technology’s New Role in the Word of Philanthropy: The pursuit of doing good
Technology has altered the way we give and enhanced our ability to perform due diligence
Watch video


Determining the Most Effective Way to Give to Charity
Learn about some of the most effective ways to support your favorite charity
Watch video
Creating a Private Foundation
Learn how you can fulfill your family’s philanthropic goals through a private foundation
Watch video


Donating Stocks to Charities
Learn about the potential tax benefits of donating appreciated stock to your favorite charity
Watch video
7 Tips to Make the Most of Your Charitable Gifts
How to make sure your charitable contributions are meaningful, useful, and tax-efficient
Read more


Putting the “Family” in Family Philanthropy
Open channels of communication can help create a philanthropic legacy for multiple generations
Read more

Contact us today for a deeper understanding of how to create a purposeful family legacy.





Share this page

              


Generosity can change the world—and your family.
Charitable giving can be a powerful vehicle for bringing your family together.
When a family takes the time to work together to identify its philanthropic goals and to collaborate on where and how to give, it can create a meaningful philanthropic legacy for multiple generations.

Putting the “Family” in Family Philanthropy

Charitable planning involving multiple generations starts with the family’s needs, interests, assets, and goals
Putting the “Family” in Family Philanthropy

A family needs to think not only about its portfolio of assets, but also its portfolio of interests
Putting the “Family” in Family Philanthropy

With open channels of communication, you can create a philanthropic legacy for multiple generations, engaging the family and benefitting the causes the family supports



7 Tips to Make the Most of Your Charitable Gifts


Cash is Not Always King
A gift of long-term, appreciated, publicly held stock is often a more tax-efficient gift than cash.


Don’t Forget That Your IRA Assets Can Be Left to Charity
IRA assets are heavily tax-burdened and can be very attractive for gifts to charity, rather than family.


Communicate About Your Philanthropic Legacy
If you want a private foundation or donor advised fund to be a lasting family legacy, include your family in its planning and operations.



Additional Insights


Will Tax Reform Impact Charitable Giving?

The 2017 Tax Cuts and Jobs Act created some philanthropic winners and losers for the next few years
Read more


Making Your Charitable Gifts Last

Even as you strive to be tax efficient and timely in your year-end giving, those gifts can be part of a longer-term charitable giving strategy
Read more


Becoming a Philanthropist: There’s more involved than just writing checks

There are many steps to consider at each important phase of a charity’s lifetime
Read more


Technology’s New Role in the Word of Philanthropy: The pursuit of doing good

Technology has altered the way we give and enhanced our ability to perform due diligence
Watch video


Determining the Most Effective Way to Give to Charity

Learn about some of the most effective ways to support your favorite charity
Watch video


Creating a Private Foundation

Learn how you can fulfill your family’s philanthropic goals through a private foundation
Watch video


Donating Stocks to Charities

Learn about the potential tax benefits of donating appreciated stock to your favorite charity
Watch video


7 Tips to Make the Most of Your Charitable Gifts

How to make sure your charitable contributions are meaningful, useful, and tax-efficient
Read more


Putting the “Family” in Family Philanthropy

Open channels of communication can help create a philanthropic legacy for multiple generations
Read more

Contact us today for a deeper understanding of how to create a purposeful family legacy.







Share this page