Generosity

Setting personal goals for your giving.
How to determine the areas of giving are most important to you.
Opportunities to gather with peers and have conversations around maximizing impact & purpose.
Setting up donor advised funds, charitable trusts, & foundations.
Giving both cash and non-cash gifts.
Maximizing the tax benefits of your charitable giving.
How best to give to children & other family members.
Planning for current, future, and legacy gifts including as part of your estate.