14 Jul ADVISOR NEWS – A SOLUTION FOR ANONYMOUS GIVING
Posted at 16:30h in News 0 Comments
Recently, a high-net worth donor who inherited her family’s company approached her financial advisor about anonymous giving. Her private foundation supported local nonprofits and aspiring students through a scholarship program. Working with us, she was able to establish a Donor Advised Fund, which allowed her to continue her important philanthropic work with the privacy she desired.
We can help keep your clients’ charitable contributions anonymous. Contact Julie Vives to learn more.
Also in this newsletter:
Ford Foundation VP shares how philanthropy can close inequity gaps
What will tax reform mean for philanthropy?
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