Cover of Charitable Giving and Philanthropy Planning

Charitable Giving and Philanthropy Planning

Charitable Giving and Philanthropy Planning

Listen for free

View show details

Season's Savings | 0.99 €/month for 3 months

5.99 €/month thereafter - terms apply. Cancel monthly.
In episode 9, we explore how charitable giving and philanthropy can become an intentional part of a client's broader estate plan. The episode examines lifetime versus testamentary giving, the importance of considering which assets are donated, and why charitable planning should be coordinated with legal, financial, and tax professionals. The episode also explores charitable beneficiary designations, donor-advised funds, charitable trusts, private foundations, family involvement, communication, and the importance of making sure charitable intentions are properly implemented. The discussion emphasizes that tax considerations should support the client's philanthropic goals rather than become the sole reason for making a charitable gift. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
adbl_web_anon_alc_button_suppression_t1
No reviews yet