Rethinking How To Give

The next few years will see tremendous change in the world of philanthropic planning. Non-profit entities, as well as the financial and estate-planning communities that serve them, will have to work to adapt to a number of important trends: the aging of the U.S. population; continued uncertainty in the financial markets; proposed and actual changes in estate, gift, and income tax laws; and a growing

The next few years will see tremendous change in the world of philanthropic planning. Non-profit entities, as well as the financial and estate-planning communities that serve them, will have to work to adapt to a number of important trends:

  • the aging of the U.S. population;

  • continued uncertainty in the financial markets;

  • proposed and actual changes in estate, gift, and income tax laws; and

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