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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.
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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.
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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.
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These funds for charitable giving are growing in popularity. Consult your advisor to see if it is right for you.