Insider Blog | Wealth Advisor

5 questions to answer when planning your international charitable legacy

Legacy giving, or giving by bequest, is one of the best ways for donors to support charities and charitable programs they care about. But not all bequests are made the same: donors should be asking themselves five key questions before settling on a legacy giving plan.

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4 Questions you Should Consider Before Giving Abroad

Whether you’ve traveled to distant parts of the world and were inspired by the inventiveness of the communities you visited, read about an issue in a news article, or maybe just feel a special kinship with a given place, the desire to help somehow can quickly move to the top of your priority list. Supporting the efforts of nonprofits working on issues you most care about is a great way to take action.

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5 Things to Know this Charitable Giving Season

This time of year is often known for the changing colors of the leaves, preparations for family gatherings, and the beginning of the holiday season. More importantly, it’s also the time for many Americans to make their charitable gifts before the end of the year. If you’re considering making some gifts this season, here are some helpful things to keep in mind.

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Max Berger
Wealth Strategist
PNC Wealth Management

As Vice President and Senior Wealth Strategist, J. Max Barger provides advice on complex estate and other wealth planning issues. He has a high level of technical experience in estate, tax and wealth planning issues. Max works with a team of specialists in investment management, trust, and banking services to help clients achieve their financial objectives.

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Brad Bedingfield
Counsel
Hemenway & Barnes, LLP

Brad works extensively with nonprofit organizations, navigating tax, regulatory, and governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolution, and advising on innovative use of charitable assets, including social impact bonds and other forms of impact investing.

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Krystal Kiley
Vice President & Head of Practice Management
Fidelity Charitable

Krystal Kiley is Vice President, Head of Practice Management for Fidelity Charitable®, an independent public charity that has helped donors support more than 210,000 nonprofit organizations with over $20 billion in grants since its inception in 1991. Established in 1991, Fidelity Charitable is an independent public charity that sponsors the nation’s largest donoradvised fund program.

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Author Spotlight: Victoria Bjorklund on Prepearing for an Audit

With the release of CAF America’s Cross-Border Giving: A Legal and Practical Guide (Charity Channel Press, 2018), we are excited to bring you a series of conversations with the contributing authors. This edition, the host Ted Hart, President and CEO of CAF America, is joined by Victoria Bjorklund, retired partner at Simpson Thacher & Barlett LLP, to discuss the book and her chapter she authored titled "Preparing for an Audit".

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Wealth Advisors and Their Role in HNWI Giving

Ted Hart, CEO of CAF America, discusses the launch of CAF America's wealth advisory services with Eileen Wilhem, Director of Philanthropy who is joined by our guest David Ratcliffe, a Managing Director and the National Philanthropic Solutions sales executive for U.S. Trust, Bank of America Private Wealth Management.

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A Family Affair: Philanthropy and International Giving

In the spirit of the holiday season, Lisa Parker, President and Executive Director of the Lawrence Welk Family Foundation and Principal of Family Circle Advisors, will be joining Ted Hart, CEO of CAF America, on the CAF America Radio Network show to celebrate the most charitable time of year. With Lisa's experience in managing her family's foundation, she will highlight how charitable giving can bring your family together for the holidays.

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