/PRNewswire/ Giving Compass today announced the addition of three new members - Brandolon Barnett, Dien Yuen, and Kim Laughton - to its board of directors..
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“It has to be dynamic if it’s static, it won’t endure,” says Avery Fontaine. Illustration by Rob Dobi Text size
Philanthropic planning isn’t typically viewed with the same urgency as other areas of wealth management. But the idea that philanthropy belongs in a quiet and slow-moving corner of a wealth plan is outdated, and advisors are encouraging folks to view gifting plans as tactical and integral to broader wealth-management goals, such as tax minimization, wealth transfer, and income generation.
While a single gifting method in itself may have compelling benefits, when paired with other wealth-planning strategies, it can be much more powerful, says