This webinar will provide an overview of three common tools successful families use to organize and execute on their charitable goals.
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.
Presented by: John C. Peiffer II and Casey S. Hale
Overview of Philanthropy Vehicles
- Private Foundations
- Donor Advised Funds
- Type 1 Supporting Organizations
Assessment
- Tax Efficiency
- Legal/Compliance Issues
- Control
- Donor Privacy
