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Professional Advisors and Philanthropy: Helping Clients Give Effectively to Good Causes
Professional Advisors and Philanthropy: Helping clients give effectively to good causes
SLIDE DECK IN PDF
What is a Philanthropist? Why being a philanthropist can be seen as a bad thing by some? Tax benefits of donations, Size and Complexity of Sector (21:02)
Planned Giving, Smart Giving, Bequests, Marketable Securities, Donor Advised Funds, Private Foundations (51:30)
Due diligence on charities, bad ways to pick charities, red flags, databases with T3010 information, low cost giving, professional advisors and their important role (58:49)
Due diligence on charities, bad ways to pick charities, red flags, databases with T3010 information, low cost giving, professional advisors and their important role
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