Guide to Giving: When to Give

You have reached a point in your life where philanthropy is important to you. Financial success has been achieved and you now want to give back. You may not be sure, however, how much you can afford to give during your lifetime and/or through your estate. In your estate, what is the balance between giving to charity versus giving to the family? Speaking of family, how do you get your children involved in charitable giving? And ultimately, when is the most appropriate time to give? The answer to this question is personal and depends on your goals and financial considerations.

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2018-12-18T19:45:15+00:00

About the Author:

Richard Freeman is a Senior Director, Wealth Advisor at Round Table Wealth Management. Read Richard's Biography >