Lessons from celebrity-estate planning cases for advisors.
Celebrity Estates: MacKenzie Scott and the Future of GivingCelebrity Estates: MacKenzie Scott and the Future of Giving
MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint.
Sponsored by Parametric
With a 4% stake in Amazon, MacKenzie Scott, formerly MacKenzie Bezos, is the third wealthiest woman in the United States.
In this episode, David Lenok is joined by Richard Peck, vice president of New Hampshire Charitable Foundation, and Jonathan Gassman, CEO of Gassman Financial Group. Richard and Jonathan discuss how she goes about charitable giving through a personal, philosophical and operational standpoint. They reveal tools and vehicles anyone can use when donating and how you can continue your charitable legacy after you are gone.
Richard and Jonathan discusses:
How individuals can make charitable gifts;
The importance of having a conversation with clients about their goals;
Tools and vehicles for charitable giving; and
How you can pass on your charitable values.
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