CI RGT Private Wealth

What you need to know about philanthropy:

1. Start your philanthropic plan by defining your values: where you see a problem or a need, and where you want to make a difference
2. Define the resources you need
3. Define the excess funds available for others: (1) gifting to your family if this is your goal, and/or (2) gifting to charitable organizations
4. Teach others to “fish” for themselves: you can involve your family today, and future generations in your philanthropic plan to teach them about your family values and how to make an impact. This can be a powerful way to leave a legacy.

To read the full article, click on the link provided below in the comment section.

The RGT 2021 summer reading list is here! Check out our team’s top picks for this year.

We hope you enjoy these selections as much as we have.

Happy reading!



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