Rethinking How To GiveRethinking How To Give
The next few years will see tremendous change in the world of philanthropic planning. Non-profit entities, as well as the financial and estate-planning communities that serve them, will have to work to adapt to a number of important trends: the aging of the U.S. population; continued uncertainty in the financial markets; proposed and actual changes in estate, gift, and income tax laws; and a growing
Robert F. Sharpe, Jr., president, The Sharpe Group, Memphis, Tenn. and Washington
The next few years will see tremendous change in the world of philanthropic planning. Non-profit entities, as well as the financial and estate-planning communities that serve them, will have to work to adapt to a number of important trends:
the aging of the U.S. population;
continued uncertainty in the financial markets;
proposed and actual changes in estate, gift, and income tax laws; and
a growing need for greater cooperation between charities and donors' advisors.
Already, each of these trends is having an impact independently. But they also interact in subtle and complex ways that present opportunities for creative charitable planning that benefits individuals and their charitable interests alike.
Recent discussions on the future of social security have brought the implications of an aging U.S. population into sharp focus. As a society, we are increasingly aware of the fact that...
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