“Charitable Giving” Presentation by Don Vivrette for the fall 2021 workshop series
The understanding of philanthropic best practices has evolved.
“Charitable Giving” Presentation by Don Vivrette for the spring 2021 workshop series
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.