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Philanthropists and their advisors often wrestle with their options for charitable giving vehicles. You’ve mostly heard of a donor advised fund (DAF) and a private foundation, which are the two most common. Families can choose alternatives in the form of LLCs or Trusts. More sophisticated philanthropists may utilize a variety of giving vehicles to accomplish […]
When is the right time to engage a philanthropic advisor to achieve effective and lasting results? You and your family may be exploring estate and tax planning strategies with your advisors. Philanthropy and social impact are likely a part of the conversation. You are asking big questions about legacy planning and how to take care […]
Why do you want to invest your time working with an independent philanthropic advisor? As the great wealth transfer is taking place, working with an independent philanthropic advisor can help accelerate an effective philanthropic process as assets are changing hands. Advisors work collaboratively with you and your advising team to reach your collective financial goals. […]
Interested to learn more? Please join our mailing list for regular updates about opportunities and happenings in philanthropy, and special events for friends of Grant Philanthropic Advisors.