Advanced Charitable Giving Strategies for Wealthy Families with Frank D. Paolini (Ep. 18)
Should you use a donor-advised fund or a private foundation? How can you give appreciated stock more tax efficiently while creating a lasting family legacy? As charitable planning becomes more sophisticated, choosing the right strategy starts with understanding your goals, not just the available tools.
Samuel Diarbakerly is joined by Frank D. Paolini, Partner in the Private Wealth Group at Neil Gerber & Eisenberg, for a practical conversation about advanced charitable giving strategies for wealthy families. Together, they explain the differences between donor-advised funds, private foundations, and charitable trusts, how highly appreciated stock and estate tax planning influence giving decisions, and why financial advisors, attorneys, and CPAs should work together to build a charitable plan that reflects your family’s long-term goals and values.
What to expect:
- How to choose between a donor-advised fund and a private foundation
- When charitable trusts like CRATs, CRUTs, CLATs, and TCLATs may fit your family’s goals
- How highly appreciated stock and estate tax planning can influence charitable giving
- Why coordinated planning between your financial advisor, CPA, and attorney matters
- How philanthropy can help build a lasting family legacy across generations
- And more!
Connect with Sam Diarbakerly:
Connect with Frank D. Paolini:
About our Guest:
Frank D. Paolini is a Partner in the Private Wealth Group at Neil Gerber & Eisenberg. He works with ultra-high-net-worth families, family offices, business owners, and advisors on complex estate, charitable, and tax planning, as well as multi-generational wealth strategies.
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