In working with many charitably inclined wealthy families, it is important to understand the different ways people give to charities. One of the most important aspects for high net worth investors is to develop a gifting strategy. Seeking professional advice helps ensure that gifting is done within the context of a family’s overall wealth plan and accomplished in the most tax-efficient manner. Many popular strategies include utilizing Donor Advised Funds, Qualified Charitable Donations, or direct gifting of appreciated securities.

At Brandywine Oak, we recognize how important gifting is to our clients and we help them accomplish their charitable goals through expert guidance. To learn more about this important topic, please read Think Advisor’s https://www.thinkadvisor.com/2022/05/20/9-new-findings-on-how-wealthy-clients-give-to-charity/?utm_content=buffer015c2&utm_medium=social&utm_source=linkedin.com&utm_campaign=buffer.

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