Charitable Bequests: Where There’s a Will, There’s a Way
Submitted by American Endowment Foundation on May 2nd, 2022By Christopher Clarkson, Director - Wealth Strategies Group, Bernstein Private Wealth Management, Guest Columnist
For Advisors: Open A DAF Account | Getting Started
For Donors: Grant Making Portal | Getting Started
By Christopher Clarkson, Director - Wealth Strategies Group, Bernstein Private Wealth Management, Guest Columnist
By Eric Kinaitis, Editor
How many of your clients have a formal written estate plan? If you don’t know that answer, then you may have discovered an opportunity to expand the level of guidance and value that you can offer your clientele.
By Ken Nopar, Senior Philanthropic Advisor
I recently attended the Heckerling Institute of Estate Planning conference and was able to meet with many of the leading estate planning attorneys and wealth advisors in the country and hear about their conversations with clients about charitable giving, gift planning and donor advised funds (DAFs).
By Eric Kinaitis
October is Estate & Gift Planning Awareness Month.