charitable planning

Helping Your Clients Choose the Right Charitable Giving Vehicle: Understanding Private Foundations, Donor-Advised Funds and Their Tax Advantages

$25.00

When high-net-worth clients explore charitable giving vehicles, it helps for them to understand the merits of both private foundations and donor-advised funds – not only with respect to tax savings but also to other investment considerations as well as personal matters such as building a legacy and fulfilling philanthropic aspirations. Jeff and Steve will cover all of these points and also explain how the two vehicles may be used together to provide clients with a full spectrum of options for their charitable and wealth management goals.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Steven DuBrava and Jeffrey Haskell, J.D., LL.M

Want a discount? Become a member by becoming a Basic or Premium member.

Categories: , , , , , ,

Description

When high-net-worth clients explore charitable giving vehicles, it helps for them to understand the merits of both private foundations and donor-advised funds – not only with respect to tax savings but also to other investment considerations as well as personal matters such as building a legacy and fulfilling philanthropic aspirations. Jeff and Steve will cover all of these points and also explain how the two vehicles may be used together to provide clients with a full spectrum of options for their charitable and wealth management goals.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Steven DuBrava and Jeffrey Haskell, J.D., LL.M

Related products