Why Wealth Advisers Urge Active Planning for Philanthropy

The American College of Financial Services
December 10, 2020

Philanthropy is no longer a static part of a financial plan: for many gift planning advisors and professionals, it’s a highly-involved process that requires a lot of work, check-ins, and refinements over time to ensure the maximum impact of a charitable donation. In addition, there are benefits in areas such as tax planning, investing, estate planning, and more that need to be considered.

Assistant Professor of Philanthropy Dien Yuen says active planning in philanthropy is necessary to ensure giving evolves and grows with the times. Read more in this piece from Barron’s Penta.

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