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Wealth Strategy and Charitable Giving: A Conversation with Max Barger, Senior Wealth Strategist, PNC Wealth Management

CAF America: How often does philanthropy come up in the conversations that you have with your clients? Max Barger: While it varies based on the client’s needs, I always bring philanthropy up, especially when we are discussing legacy or tax-mitigation. One of my first successes at PNC was working with a family which was contemplating… CONTINUE READING >>


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Answering the Call

The coronavirus pandemic is unlike any outbreak we’ve experienced in modern times in terms of its geographic reach. Yet, many organizations are effectively applying the lessons learned from past epidemics to address the ravaging effects of the disease. Among them is the international NGO EMERGENCY and its affiliate, EMERGENCY USA, which supports the organization through… CONTINUE READING >>

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