You have done well financially and want to give back to the community. But questions of what, how, when & to whom just lead to bewilderment and inevitably inertia.
This session focuses how to map out your philanthropy plan so that you can get started, including addresses issues like:
- Approaches to benefiting different types of causes
- Structuring to enable staging your commitment
- Managing unexpected tax pitfalls; and
- Involving your family in your plan.