Revisiting Families and the Transformative Power of Philanthropy | Planned Giving Design Center

Revisiting Families and the Transformative Power of Philanthropy | Planned Giving Design Center: An ever increasing number of high net worth households are wanting their advisors to assist them with the philanthropic conversation. But there is a problem! It is not just the ultra wealthy. We have a chance to use the same methods with many families below the unified gift and estate tax exemption.