Learn how families can build a legacy of charitable giving and prepare younger generations for responsible wealth stewardship.
Philanthropy is more than just giving back – it’s a powerful way to create a legacy that reflects your values and connects you to causes that matter.
This case study showcases how a family achieved just that. By establishing a donor-advised fund (DAF), they successfully balanced tax efficiency, long-term growth and family engagement to make a meaningful impact on their local community.
Mark’s goals for his philanthropic efforts were multifaceted:
We introduced Mark to the concept of a DAF, an ideal vehicle for individuals seeking a strategic, flexible and tax-efficient approach to philanthropy. Here’s how it worked:
*Based on six percent per annum after fees. Figure not adjusted for inflation.
Explore how you can achieve your financial and charitable goals with a donor-advised fund.
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