Philanthropy in Transition

Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.

Foundation Planning Guide

Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.

Selling A Major Business Asset

Read three case studies to help financial advisors understand the potential opportunity to help their clients achieve their philanthropic objectives when selling a family business