Is your charitable giving decided separately from the rest of your wealth planning?

To know how much you can give, how it should be given and when, a comprehensive view of your wealth is essential.

Dec 17, 2012 | Related Links Index Hidden Parent

When you are attracted to a cause, it can sometimes be difficult, or feel hardhearted, to stop and consider how your charitable giving meshes with the rest of your wealth planning.

But it is important to recognize that your giving is entwined with the rest of your finances, estate planning and dreams.

The design of your philanthropy stems from your capacity to give. It is integral to your hopes for your family’s future.

All dimensions of your planning, therefore, should be weighed when formulating your giving program, and careful attention should be paid to how your philanthropy interacts with your personal wealth over time.

We invite you to contact us to learn more and a J.P. Morgan representative will be in touch with you.

 

 
 

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