Putting the “Family” in Family Philanthropy

Carol G. Kroch |
Wealth Planning
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How to use family philanthropy as a vehicle for transmitting values and working together multigenerationally.  Family philanthropy involving multiple generations starts with a charitable plan that includes the family’s needs, interests, assets, and goals.A family needs to think not only about its portfolio of assets, but also its portfolio of interests, and what they hope to achieve from their family philanthropy.

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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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