Blog: Wealth Advisors

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 >>


From Baby Boom to Tech Boom: Exploring Generational Giving by High Net Worth Individuals

 In the summer of 2010, two of the world’s most renowned  self-made  billionaires announced the formation of a long-speculated pact that  sought to permanently alter the  landscape of philanthropy. Led by Bill  Gates and Warren  Buffett, The Giving Pledge – as it has come to be  known –  is an open call to the world’s… CONTINUE READING >>


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Nike N7 Fund

Grant Recipients: Capacity Builders, Inc. & Camp Thunderbird South Dakota Exercise. Healthy-living. Team-building. Dedication. Goal-setting. Confidence. Being physically active is proven to benefit all individuals, regardless of age. However, the necessity for youth and adolescents to participate in physical activity to nurture their social and physical development cannot be understated. It may come as a… CONTINUE READING >>

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