Making Your Charitable Gifts Last

Carol G. Kroch |
Wealth Planning

Turn your year-end giving into a longer-term charitable giving strategy.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.Giving for the long term requires a plan for what charities to support, what assets to give, and what structures to use. Including your family in the process and looking at gifting as a long-term expression of your values can create a fulfilling and lasting family legacy.

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Considerations When Serving as a Nonprofit Board Member

Wealth Planning

Before you commit, familiarize yourself with the risks and rewards of serving as a board member or director.Potential board members and directors should perform thorough due diligence on an organization, in the same manner you would before accepting a position with a for-profit firm.Don’t hesitate to query the organization’s financial circumstances, leadership, mission, and future plans.

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