Formulating a Holistic Philanthropy Strategy for the Future

The events of the last two years have been a catalyst for families to assess past and future philanthropy goals and strategies. Key elements currently impacting philanthropy approaches are potential tax changes, alignment with the rising gen on shared giving goals, changes in philanthropy practices, like collaborative giving, the increased pace of capital spending and pre- and post-liquidity philanthropy planning.

During this webcast, panelists discussed the elements above and provided advice on how to develop an intentional and well-rounded philanthropic plan for the future.