But brace yourself. Most financial advisors do not understand how planned gifts work. To put it another way, the people counseling your prospects on how to manage their assets do not understand planned giving.
This is not a criticism. Just a fact.
The face of philanthropy is changing, and recent studies show a big part of that change is in how donors are connecting with charities. A recent study revealed that an increasing number of wealthy donors are talking with advisors about their philanthropic intentions and options.
I’m happily married. And thank God — I did not enjoy the dating scene. I have a friend, though, who does. She’s online and goes out with several men a year. (For…
One’s Legacy comes in many different colors. Feel free to use this Infographic. But if you use it, cite us as its source.
“Dad, you are sitting on Apple stock. Why don’t you donate some, avoid capital gains tax, get a deduction, and receive guaranteed income for life—some of it tax-free?” “Is that legal?” he asked.