Financial & Estate Literacy – Charitable giving questionnaire
“Charitable Giving” Presentation by Don Vivrette and Peter Kote for the fall 2020 workshop series
Nearly everyone has been personally impacted by the COVID-19 pandemic. Twelve questions to consider and discuss.
“Charitable Giving” By Peter Kote & Don Vivrette
Philanthropy will beat paying taxes every time.
Easy to set up and accessible to a broader range of investors, donor-advised funds
help clients achieve charitable goals and give advisers something to talk about.
Six questions to ask and eight questions to avoid at the outset.
A new study points to a shared commitment to community, service and philanthropy.
Here’s a look at the benefits of philanthropy for clients over age 65.
Advisors focus too much on the tax angle of philanthropy; there is a differentiating opportunity to help clients measure their charitable impact as well.