Blog: Planned Giving

Donor Advised Funds for Retirees: Planned Giving and Bequests

We are about to witness the largest-ever transfer of wealth between generations. Charitable giving has been steadily increasing during the past few years and there is a strong chance that the wealth of the Baby Boomer generation will result in the largest philanthropic boom seen since the era of Rockefeller and Carnegie. The difference being… CONTINUE READING >>


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TREATS: Bridging Community Divisions in Hong Kong

Hong Kong, the dynamic, bustling metropolis is steeped in history and culture. However, as great amounts of wealth poured into the city as it established itself as a banking hub, communities in the area did not enjoy the positive effects of this economic boom. On the contrary, this process ended up creating one of the… CONTINUE READING >>

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