Archive for the ‘Philanthropy/Charitable Giving’ Category

Legacy Alive: G.U. Pope in Tamil Nadu

Monday, July 11th, 2016

As a philanthropic advisor, I constantly discuss legacy with clients.   Beyond a gift by will, a legacy transmits values, acts, and funds in a way that makes the world a bit better place.   Quite unexpectedly, I recently found out my great-great grandfather, George Uglow Pope, left what I can only ...

Serving the Charitable Purpose

Monday, June 20th, 2016

I want to float a trial balloon about charitable trusts. A clause stipulating that a trust should be limited to using income for charitable purposes, meaning that capital is untouchable, should be viewed as an administrative clause and not part of the charitable objects. The charitable purposes of the trust ...