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Sharing The Wealth …Balancing Public and Personal Philanthropy

Robert F. Sharpe, Jr. discusses how advisors can help clients make gifts to both family and the public.

In a recent posting, the Pew Research Center reported that the World Bank estimated that $148 billion was sent by immigrants to family members and others outside the United States in 2017. Known as “remittances,” these funds are sent to family and friends in other countries and might be referred to as “intra-family” philanthropy.1


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TAGS: Philanthropy
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