We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023.
Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman will offer their best thinking on topics including:
- Deciding how much to give and where to focus your giving
- Determining how to make your gifts: outright, in trust, with a donor advised fund or private foundation
- Evaluating tax-smart strategies for your giving
Date and Time: November 7, 2023 10:00 AM Pacific Time
Duration: 1 hour
You will find the discussion valuable if you are interested in engaging in charitable giving during your lifetime or as part of your estate plan or if you are involved with a family foundation or family office.
We hope you can join us.
Who Should Attend?
Individuals and Families Interested in Charitable Giving
Donors and Potential Donors
Members of Family Foundations
Professionals in Estate Planning and Financial Advisory
Family Office Representatives
Nonprofit Organizations and Philanthropic Advisors
About Fiduciary Trust International
Growing and Protecting Wealth for Generations. Fiduciary Trust is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting your wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations.
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The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.
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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