The Giving-While-Living Shift

The Giving-While-Living Shift

The American College of Financial Services
Barron's PENTA
December 7, 2021

Philanthropy and legacy planning has often in the past been about sizable charitable donations made after death; however, more and more high-net-worth individuals are choosing to start giving back while they’re still alive.

Dien Yuen, CAP® program instructor, discusses what is driving this trend in this story from Barron’s PENTA.

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One of the keys to philanthropic success is proper financial planning. Through the three-course Chartered Advisor in Philanthropy® (CAP®) designation program, you will learn how to help philanthropies maximize their donations and resources. The CAP® is designed for experienced professionals in both the financial services and nonprofit sector, and gives you the power to do more with your career.

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