Heirs And Charities Await $59 Trillion
Despite the Great Recession, it looks like the golden age of philanthropy is upon us.
Note again that DAFs (lifetime gift planning vehicle) are on the rise. It allows the middle market philanthropist to leverage his / her charitable giving and provides an opportunity to plan philanthropy on purpose, with purpose. But it also is a vehicle to take a tax deduction now and delay the charitable decision in definitely. How do you, as an advisor or fundraiser, help these people to discern their philanthropic plan to make prudent and timely social investment decisions?