As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn how you can fulfill your family’s philanthropic goals through a private foundation. Creating a private foundation allows a family to develop a family philanthropic mission and leverage the tax deductible nature of charitable gifts.
Learn how technological advances have altered the way we give and enhance our ability to perform due diligence on the causes we support.
As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn about the potential tax benefits of donating appreciated stock to your favorite charity. A gift of long-term, appreciated publicly held stock is often a more tax-efficient gift than cash.