Top Tools for HNW Philanthropy: Private Foundations & Donor-Advised Funds

While nearly 90% of affluent households participate in charitable giving, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. From this webcast and presentation, learn about:

• The key features and benefits of the most popular and flexible charitable giving vehicles.
• Insights from a leading wealth manager on how these vehicles are used most effectively to help wealthy families with tax and charitable planning.
• Which tax advantages are available to your clients before the end of the year.
• How philanthropy can expand your high-net-worth and ultra-high-net-worth relationships.