Debbie Zateeny

Debbie Zateeny

Resolved: Make Philanthropy Part of Your Estate Planning

Debbie ZateenyBy Debbie Zateeny, Partner, Zateeny Loftus, LLP

Women are well known for their generosity during their lifetimes: They are more likely to give—and to give more—than men in similar situations, according to research by the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy.

Yet many women don’t initially include philanthropy in their estate plans or their retirement income plans. Perhaps our natural instinct as caretakers is to think of our loved ones first. Even so, clients should be asked whether they wish to consider planned giving options (such as charitable remainder trusts and charitable gift annuities), IRA rollovers to charity or specific charitable bequests at death. Read More

Missed out on tickets? Livestream the Conference! Learn More
X