Blog: Wealth Advisors

Can I Give my QCD to a DAF? And Other Questions

The giving season fosters conversations about the ways that philanthropically-inclined individuals can support charities in the easiest, safest, and most effective manner. One of these ways is making a Qualified Charitable Distribution (QCD) from your Individual Retirement Account (IRA). QCDs are gaining in popularity and we often receive questions about how they work, especially in… CONTINUE READING >>


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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