What if you could help your favorite charities during your lifetime and beyond? What if you could pass the legacy of giving on to future generations?What is a strategic philanthropist?
All philanthropically inclined people follow a long-term giving plan, one that includes a budget, investment strategy, appropriate time horizon, and specific goals for charitable impact that allow for current and future success.
Strategic philanthropists must also determine how to most effectively use resources–such as money, giving tools, and input from experts and loved ones–to reach their charitable goals. Among other considerations, this approach includes making contributions of tax-effective assets, such as appreciated securities, and selecting a giving tool that most closely aligns with one’s personal preferences and philosophies.