Do you want to incorporate charitable giving into your financial plan? Would you like to learn more about how to become engaged in strategic philanthropy—either as an active part of an existing family legacy, or by finding your own path and creating a new tradition of giving?

By making charitable donations to support the organizations and causes we care about, the hope is that we can make the world a better place and potentially build a legacy that reflects our values for future generations.

If you feel compelled to support charitable causes, as many of us do, strategic giving should be part of your overall financial plan. Strategic philanthropy involves aligning your long-term financial interests with your desire to do good in the world.

Related Resources

• White paper: What is effective philanthropy?
• White paper: Preserving family wealth

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