Using Charitable Foundations in Tax & Estate Planning - A Bite-Sized Guide

Introduction

You will be familiar with advising clients on including charitable legacies in their wills and the tax advantages of doing so.

But what other options are available for philanthropic clients on death and during their lifetimes?

When should they consider establishing their own charitable foundation and how should they go about it?

How are the planning options changing in the light of the growing popularity and availability of donor advised funds?

This short webinar is suitable for anyone who is in a position to advise on achieving philanthropic aims through lifetime giving or on death.

What You Will Learn

This webinar will cover the following:

• When to consider using a charitable foundation
• The different types of foundations available
• The benefits and drawbacks of a family foundation
• The alternative options available

This webinar was recorded on 21st September 2022