Strategic Philanthropy Giving with Purpose

| July 17, 2017

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Philanthropy is such an important component of wealth planning, whether from a legacy, personal fulfillment, generational connection or tax-planning perspective,” says Judith A. Saxe, director of research and education for wealth strategies for Atlantic Trust. “Many times clients start out thinking about the tax-planning element, but are often using that as a way to answer something else stirring in their hearts. For clients who begin thinking about ‘giving back’ and who want to make a difference, we encourage them to focus on one key word: strategic philanthropy.”  Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s intellect as it does the bank account. A careful and disciplined approach to philanthropic givingcombines purpose, practicality and passion. It can help you increase the effectiveness

Spotlight

Humankind Charity

For over 30 years, Humankind has been committed to reducing deprivation and exclusion and to improving people’s well-being. Humankind is one of Northern England’s most successful home grown charities. We have over 850 staff and around 100 volunteers providing services for over 20,000 people. Our specialist services are across the North East, Yorkshire and Humber and the North West. These include substance use, clinical, employment training and education, housing services, housing support and health, young people and families services.

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Spotlight

Humankind Charity

For over 30 years, Humankind has been committed to reducing deprivation and exclusion and to improving people’s well-being. Humankind is one of Northern England’s most successful home grown charities. We have over 850 staff and around 100 volunteers providing services for over 20,000 people. Our specialist services are across the North East, Yorkshire and Humber and the North West. These include substance use, clinical, employment training and education, housing services, housing support and health, young people and families services.

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