May 9, 2013

Single Point of View | Charitable Planning

When it comes to charitable planning and philanthropy, the three pillars of giving are time, talent, and treasure. For the treasure part of the equation, there are many ways in which one can give to a cause or organization. 

Below is an overview of various charitable planning techniques many families use.  Each of these strategies has pros and cons and it is up to each family to define their philanthropic goals and then to determine which solution(s) are optimal for them.