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Planned Giving

Planned Giving can benefit the donor as well as the beneficiary. Most of us think of philanthropy in terms of altruism – the practice of selfless concern for the well-being of others. Although altruism is a desirable trait, there are in fact real benefits for the donor in giving.

By working together around shared values, families can become stronger and healthier. By creating a “safe zone” around the activity of giving, families can rebalance the rules of engagement and encourage the participation of rising generations as equal partners in decision-making with their elders.