All About Estates

Tag: philanthropy; personal giving; social giving; estate planning; charitable bequests

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Philanthropy is personal; fundraising is social

There are two types of charitable giving: personal and social. Gifts that are part of the estate plan are typically a form of personal giving. By contrast, most traditional charity fundraising uses a social giving model. Both are equally important, but it is helpful to make the conceptual distinction when helping clients to include philanthropy in their estate plans.

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