Making Your Charitable Gifts Last

Wealth Planning

We often think of Thanksgiving and Giving Tuesday as ushering in the year-end charitable giving season. Year end, of course, is not only a time for gratitude, as families gather for the holidays, but also a time to start organizing financially for the close of the calendar year. But year-end giving does not need to be short-term giving. So 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...


Putting the “Family” in Family Philanthropy

Wealth Planning
FamilyPhilanthropy-NC.jpg

For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component can make it even more meaningful and compelling. Just as every family is unique, so is their philanthropic approach, and there is no single way to involve a family in philanthropy.What is multigenerational philanthropy?In some respects, multigenerational philanthropy is defined by what it is not.

Read More...