Your philanthropy follows your vision and supports the issues that matter most to you. See how giving can be part of your wealth management strategy.
Checklist: How to Maximize the Impact of Your Philanthropic Giving
High-net-worth (HNW) investors and families most often engage in philanthropy and charity for moral reasons — with 34% of advisors saying clients feel a duty to make the world a better place and 32% citing an ethical obligation to repay the people and institutions that contributed to their success, finds the Key Private Bank Advisor Poll on philanthropy.
2023 Charitable Giving Guide
One of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways. Families and individuals donate for a whole host of reasons, and taking advantage of tax breaks is low on the list of motivations. Still, tax benefits are an important secondary consideration when giving, one that requires a closer look.
Key Questions: What Is a Donor-Advised Fund, and Should I Create One?
These funds for charitable giving are growing in popularity. Consult your advisor to see if it is right for you.