Philanthropy has long been looked at as a way to convene families and impart values from one generation to the next. Families are looking for a framework to engage their children as well as structure their gifts. Margae Diamond, Director with Schwab Charitable, will share best practices for helping families communicate across generations. She will also share what’s driving the increased use of donor advised funds and specifically how Advisors and their clients are using them to meet their philanthropic and tax objectives.
