Course 6: Balancing Charitable and Family Legacies
This course discusses the tangible and intangible benefits of altruism in families and the role of family philanthropy in effective wealth and business succession. Discover the simple and proven ways to present the integration of charitable and family legacies through charitable bequests. And finally, look at case studies inspired by real-life donor stories depicting various charitable strategies to address the unique needs of various family situations where tax savings were not necessarily the only driving concern.
- Identify ways families can benefit from the practice of family philanthropy
- Review how to approach charitable gifts with a values-based planning lens
- Develop ways to integrate and balance charitable and family legacies through bequests
- Recommend a plan for maximizing which blended strategies best achieve the client’s philanthropic goals and other objectives
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