Philanthropic Trends, Strategies and the Family Office – Maximizing Impact Through the Combination of Charitable Giving Vehicles

Wealth levels continue to rise, yet overall charitable giving has remained stagnant over the past forty years. What is on the horizon for philanthropy? How can families most effectively have an impact on society now and in the future? Kim Laughton, President of Schwab Charitable will share current giving trends including the tax benefits, new ideas in asset contributions, and opportunities for using multiple charitable vehicles to fulfill families giving objectives. She will be joined by Cathy Molnar, Executive Director of CHS Management LLC, a single-family office, and a member of FOX Executive Council ’14, to provide a first-hand example of these strategies in practice.