Giving Circles Network
Legacy Planning
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Giving Circles Network
Legacy Planning |
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Expanding Community Philanthropy and Membership through Legacy Planning As many giving circles mature and seek to expand membership, they might consider inviting people to join whose giving would come through deferred rather than annual giving. The large, intergenerational transfer of wealth that is anticipated during the first half of the twenty-first century is based upon a projected concentration of substantial capital wealth in the hands of “ordinary people.” Not coincidentally, Legacy Planning is fast becoming a field of financial and philanthropic practice. Some giving circles could benefit themselves and their communities by introducing Legacy Planning to the new wave of potential philanthropists.
Here are some resources that will be helpful in learning more about the possibilities.
Learn About, Find Speakers & Receive Training on Legacy Planning
Legacy Planning: Strategic Tools & Information
Set up Charitable Funds with Low Entry Thresholds
Legacy Planning Training, Resources & Strategic Support:
Strategic Legacy Planning: The Philanthropic Initiative (TPI) helps individual donors, families, foundations, corporations, financial advisors and institutions transform their giving ideas into strategic philanthropy programs. For more information, visit: The Philanthropic Initiative (TPI) Developing Faith-Based Master Stewardship Plans - Faith-based organizations can provide assistance in developing master stewardship plans. For example, the organization Family Wealth Counselors of America, Inc. is a unique, professional ministry that assists affluent Christian families and the Christian ministries they support to help these families develop a master stewardship plan that will allow them to utilize all of their resources—their remaining time, their unique talents and their accumulated treasures—to support Christian values. Get more information at http://www.kardiaplanning.com/ Legacy Planning Seminars - In response to the much-heralded, intergenerational transfer of wealth, Scott Lyons has developed a series of seminars to introduce Legacy Planning to persons who may not see themselves as philanthropists. Based on the premise that would-be benefactors face three legacy-related issues—preservation of wealth, preservation of values, and preservation of one’s memory—the series engages financial advisors, estate planners and planned giving experts to help participants discover how to give philanthropy a prominent place in their legacy plans. To learn how your giving circle might develop such a series, contact Living Legacies.
Donor Advised Funds (DAFs) - Since their introduction by Fidelity Investments ten years ago, commercial Donor Advised Funds have engaged millions of Americans in pro-active philanthropy, while aggregating and distributing billions of dollars in charitable assets. Because success breeds imitation, numerous other financial services companies—including Vanguard, Schwab and Eaton Vance—have introduced their own charitable funds. Although these accounts carry management fees, much like mutual funds, their low entry thresholds put them within the reach of people who would not consider paying thousands in legal fees to establish traditional private foundations or charitable remainder trusts. You can learn more at http://www.uscharitablegifttrust.org or at websites for the other commercial funds.
The above is for information purposes only. The Giving Circles Network does not endorse or make any representation about any one service provider. If you have information about another service provider in the area of Legacy Planning, please contact us so we can add it to our resource list. |
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