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 >>
