WHY CHARITABLE GIVING—AND DONOR-ADVISED FUNDS—DESERVE A PLACE IN EVERY ESTATE-PLANNING CONVERSATION
Mauricio Vivero and Laura Morgan Horton
For many individuals, estate planning can feel overwhelming, but it also offers a meaningful reflection opportunity. Often, it’s the first-time people are prompted to think seriously about what legacy they want to build—not just for their families, but for their communities and the causes that matter most to them. And that reflection often leads to an essential yet sometimes overlooked question: how does charitable giving fit into the plan?
August 18, 2025
Uncover a realm of opportunities.
Exploring life’s complex tapestry, options reveal routes to the exceptional, requiring innovation, inquisitiveness, and bravery for a deeply satisfying voyage.