The Truth About Wealth

Episode 20 – Turn Your Philanthropy Into a Generational Project

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There are many reasons to include philanthropic practices in your family’s overall financial plan. 

In this episode, John and Michael Parise discuss the basics of philanthropic planning for families, including how families can work together to choose charities and how this plan should fit into your generational wealth strategy. 

In this episode, you will learn:

  • How philanthropic practices will impact your taxes
  • Why the generational aspect of financial planning will impact your philanthropy
  • Ways to involve children in philanthropic planning and how they benefit from this project
  • How you can retain the value of some of the assets you plan on giving to charity
  • And more!

    • Tune in and learn about the basics of philanthropic giving!

    Resources:  Copper Beech Financial Group

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    The Truth About WealthBy John Parise and Michael Parise
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