Wealthy families have an amazingly wide array of alternatives to accomplish their philanthropic objectives. Of course, it requires careful selection from among these alternatives to maximize the income and transfer tax benefits. In addition, careful recordkeeping is required and complex rules must be addressed.

But, there is more. Encouraging family member involvement in charitable activities, selecting and monitoring charities that can best accomplish your objectives, and managing funds set aside for future gifts are just a few of the considerations in coordinating your family’s overall plan with your charitable inclinations.

Naturally, Sentinel can assist you with virtually all aspects of family philanthropy.