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In this video, Pat Soldano, president of Family Enterprise USA, hosts a discussion on year-end strategies to maximize charitable giving. She is joined by Abby Axelrod Wonderman and Brian Kirk of Fiduciary Trust International.
The speakers discuss a variety of topics related to charitable giving, including:
- Articulating your values and motivations for giving
- Identifying your focus areas or issue areas
- Writing a personal mission statement
- Involving family members in philanthropy
- Deciding how much to give
- Determining when to give
- Choosing how to give (outright gifts, trusts, donor advice funds, private foundations)
- Tax strategies for charitable giving
The speakers provide a number of helpful tips and insights for individuals and families who are interested in maximizing their charitable impact. They also discuss some of the common challenges that people face when making charitable decisions.
Key Takeaways
- Charitable giving is a powerful tool that can be used to make a real difference in the world.
- There are a number of different ways to give charitably, and the best approach will vary depending on your individual circumstances and goals.
- Careful planning can help you maximize the impact of your charitable giving.
Target Audience
This video is intended for individuals and families who are interested in maximizing their charitable impact. It is also relevant for financial advisors and other professionals who work with clients who are making charitable decisions.
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Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
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