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Gifting Strategies for HNW and UHNW Client
My guest today will discuss how he works with UHNW/HNW individuals and families when it comes to charitable giving and meeting philanthropic needs. We will talk about the issues individuals should consider when making a gift of a business interest to a public charity. We will discuss the benefits for donors in making the decision to give a gift of a business interest to a public charity, the types of business interests that a donor may give to charity and the trends he’s seeing across his client base when it comes to charitable giving strategies such as this one.
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Here is a link to BNY Mellon WM’s piece, Considerations in Making a Gift of a Business Interest to a Public Charity.
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By Advisor Perspectives
4.1
2121 ratings
My guest today will discuss how he works with UHNW/HNW individuals and families when it comes to charitable giving and meeting philanthropic needs. We will talk about the issues individuals should consider when making a gift of a business interest to a public charity. We will discuss the benefits for donors in making the decision to give a gift of a business interest to a public charity, the types of business interests that a donor may give to charity and the trends he’s seeing across his client base when it comes to charitable giving strategies such as this one.
-
Here is a link to BNY Mellon WM’s piece, Considerations in Making a Gift of a Business Interest to a Public Charity.
Join us for Exchange: An ETF Experience February 5th - February 8th. Register now and receive $50 off your ticket price with promo code PODCAST.
Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.