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Thu, Nov 16
|Zoom
Philanthropic Strategies for Successful Families
This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals.
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Time & Location
Nov 16, 2023, 2:00 PM – 3:00 PM
Zoom
About the Event
Click here to register via Zoom.
Speaker: Casey S. Hale and John C. Peiffer II, J.D., A.M.
You may be familiar with the statement “Charity begins at home,” but the complete proverb actually says “Charity begins at home, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals.
Overview of Philanthropy Vehicles
- Private Foundations
- Donor Advised Funds
- Type 1 Supporting Organizations
Assessment
- Tax Efficiency
- Legal/Compliance Issues
- Control
- Donor Privacy
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