Video: Determining the Most Effective Way to Give to Charity

Carol G. Kroch |
Wealth Planning
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As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn about some of the most effective ways to support your favorite charity.  The strategy that is right for you will depend on your giving and personal financial goals, the assets you wish to give, and the complexity you are comfortable with.

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Becoming a Philanthropist: It’s More than Just Writing Checks

Carol G. Kroch |
Wealth Planning
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There are many factors to consider when becoming a philanthropist or starting a charity.   Establishing a new charity requires many important considerations.Adopting a strategic vision for the charity brings discipline and focus to philanthropy.Prudent investing and fundraising are key to a charity’s growth potential.Just as an individual goes through life cycles, so does a charity.

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