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“Charitable Giving” Presentation by Don Vivrette for the spring 2021 workshop series
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Financial & Estate Literacy – Charitable giving questionnaire
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“Charitable Giving” Presentation by Don Vivrette and Peter Kote for the fall 2020 workshop series
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Nearly everyone has been personally impacted by the COVID-19 pandemic. Twelve questions to consider and discuss.
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“Charitable Giving” By Peter Kote & Don Vivrette
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Philanthropy will beat paying taxes every time.
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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.
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Six questions to ask and eight questions to avoid at the outset.
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A new study points to a shared commitment to community, service and philanthropy.
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Here’s a look at the benefits of philanthropy for clients over age 65.
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