Integrating Charitable and Family Legacies

There are many ways for philanthropic individuals in both taxable and nontaxable estates to balance charitable objectives with the need to provide for family in the most suitable manner. This session will discuss the tangible and intangible benefits of charitable planning in families and its role in training heirs and inoculating them from “affluenza.” It will provide simple and proven ways to present the integration of charitable and family legacies through charitable bequests. Then using case studies inspired by real-life donor stories, it will present the powerful use of multiple charitable strategies to address the unique needs of different family situations where tax savings were not necessarily the only driving concern.