Charitable Lead Trusts Popular Again
An old philanthropic planning technique is ready to explode in popularity. Parents have long used charitable lead trusts to make tax-free gifts to their children while using philanthropy as a way to prepare them for wealth.
Philanthropy: Tax Planning and Beyond
Instead of seeing charitable giving as a way to discharge a moral responsibility, donors are viewing philanthropy as a proactive part of the high-net-worth lifestyle.
The Secret of Giving Well in the Financial Crisis
Big foundations may get the media coverage, but individual charitable giving dwarfs institutional giving. The way clients make their gifts could be much more effective. Wealth managers can add tremendous value for their clients who give at high levels.