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Philanthropic Strategies for Successful Families

November 12 @ 12:00 pm - 1:15 pm

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

 

We invited you to RSVP here. 

 

Presented by: John C. Peiffer II, J.D., A.M. and Casey S. Hale

Event Timeline: 

  • 12:00 pm – 1:00 pm Presentation
  • 1:00 pm – 1:15 pm Optional Q&A

Venue

Virtual via Zoom

Date & Time:

November 12 @ 12:00 pm - 1:15 pm

Register: