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For financial
planners, estate and tax attorneys, insurance professionals,
accountants, and trustees of new family foundations.
Doris Rubenstein shows your business how to do well by doing
good through strategic philanthropy.
With the great inter-generational transfer of wealth expected
in the next 25 years, more and more families are considering
starting private foundations and donor-advised funds. The
challenge to you is to provide estate planning services to reflect
and promote your client’s mission, interests, and values and
provide for those values to be passed on and respected by the next
generations. This 25-minute presentations outlines 10 things you
should ask your clients as they embark on developing the policies
and procedures for new family foundations and donor-advised funds.
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