There are a lot of wonderful things that can be accomplished through planned giving. Not only can it help you do well financially, but it can also provide meaningful support to the causes you care most deeply about.

On the latest installment of Through the Wealth Lens, we're pleased to be joined by Nicole Sebastian, of UBS' Family Advisory and Philanthropy Services team, to discuss her role with meaningful giving strategies. Join us as Nicole shares her insights on some of the best ways to give responsibly and strategically, as well as how to avoid making mistakes along the way.

We're bringing a lot of great insight into the world of charitable giving that you won't want to miss! Click that play button now!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:40 - Welcoming Hannes and Nicole onto the show

2:10 - There's been a big increase in charitable giving interest over the last few years

3:22 - The best results in charitable giving come from well-designed giving strategies

4:40 - Where to begin if you're interested in smart charitable giving

5:45 - The various charitable giving strategies that exist

7:26 - Donor advised funds and how they've become very popular in recent years

9:03 - The high-level charitable planning strategies that exist

10:53 - Who you should turn to if you're interested in charitable giving

13:52 - Take the right steps and make a real difference in charitable giving

18:03 - The charitable giving mistakes to avoid along the way

22:15 - What to do if you don't know where to be charitable

26:27 - Charitable giving to address immediate and long-term needs

29:46 - How you can get in touch with Hannes and Nicole's teams at UBS

31:02 - Closing remarks

Connect with Hannes Grascher:

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