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Your philanthropy follows your vision and supports the issues that matter most to you. See how giving can be part of your wealth management strategy.

Charitable Giving

From Checkbook Giving to Strategic Philanthropy: Six Questions to Start a Family Giving Discussion

A combination of changing wealth demographics, external market influences, and new technologies has democratized charitable giving in the United States. The more individuals respond to the ease with which people can now donate, for example, via social media platforms or by texting to contribute, the less families coordinate giving efforts to meet broader philanthropic goals.

October 2019
Charitable Giving

Giving for Good: Generational Differences in Philanthropy, Legacy, and Wealth Planning

Your family may have a clear desire to make a positive impact on the world, but do you truly understand the differences between how you view the family mission, and how your children see this mission? Based on the latest Key Private Bank Advisor Poll on philanthropy, 80% of financial advisors said only some or hardly any clients involve the next generation in family philanthropy.

September 2019
Charitable Giving

Checklist: How to Maximize the Impact of Your Philanthropic Giving

High-net-worth (HNW) investors and families most often engage in philanthropy and charity for moral reasons — with 34% of advisors saying clients feel a duty to make the world a better place and 32% citing an ethical obligation to repay the people and institutions that contributed to their success, finds the Key Private Bank Advisor Poll on philanthropy.

September 2019
Charitable Giving

Key Private Bank Philanthropy Advisor Poll

Key Private Bank’s Advisor Poll on philanthropy surveyed more than 120 client-facing advisors, exploring wealth advisors’ experiences working with high-net-worth clients on philanthropic investing strategies and execution.

September 2019
Charitable Giving

A How-To Guide for Charitable Giving: Making the Most of Your Donations

Charitable giving is first and foremost about philanthropy — a desire to put your money to work to advance causes that matter.

December 2018
Charitable Giving

Checklist: Reach Charitable Goals Using Donor-Advised Funds

Donor-advised funds are growing in popularity, and it’s easy to see why.

November 2018
Charitable Giving

3 Tips for Meeting Tax and Philanthropic Goals Through Charitable Remainder Trusts

Combining charitable giving with an ongoing income stream, a charitable remainder trust (CRT) can play an important role in your wealth and estate plan.

October 2018
Charitable Giving

5 Ways to Maximize Tax Benefits for Charitable Gifts

Changes to the standard deduction under the Tax Cuts and Jobs Act (TCJA) of 2017, mean that many individuals will no longer itemize their deductions.

October 2018
Charitable Giving

Local Volunteer Opportunities: A Smart Guide for Retirees

You're retired. Your time is finally yours. You might be considering adding some volunteer efforts to your day now that you have the time to give back.

September 2018
Charitable Giving

B Corps and Benefit Corporations as a Force for Good

A sneak peek at the future of corporate culture can be as jaw dropping and revelatory as that unexpected glimpse at the future of rock ‘n’ roll was to the crowd at that 1950s sock hop.

August 2018