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      Family Philanthropy


Philanthropy Planning Strategies

Based on your current situation and projections, we review philanthropic planning concepts by applying them to your situation.


1.              Boomers are Growing Up    
2.              Philanthropy and the Advisor


1.              Opportunities For Philanthropy

2.              Bequest in your Will – Philanthropic Will Planning

3.              Charitable Will Planning – Examples

4.              Philanthropy on Purpose - T Class Funds  
                 PowerPoint visual

5.               GIC’s vs Charitable Gift Annuity
                  PowerPoint visual
6.              Estate Tax Elimination & Social Capital Planning 
                 PowerPoint visual
7.              Our Home – Charitable Reverse Mortgage
                  PowerPoint Visual

8.              Charity or Taxes, it's for you to Choose!!

9.              Grandfather’s Charitable Legacy



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