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 The Schmidt Investment Group
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 The Schmidt Investment Group
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Awards & Media

Webinar

December 03, 2021

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A gift of money

Magnify Your Charitable Gifts - Session 2 of 2

 

The second in our two part philanthropy webinar series continues with Marvin J. Schmidt and Founder of Tapestry Philanthropy Partners Lauri Thompson discussing topics including:

  • How can I engage the next generation in charitable giving?
  • What are the key elements of a charitable giving plan?
  • What are the trends in charitable giving?
  • How can I plan for charitable giving in my Will?
  • What are high impact giving strategies for different personalities?


Managing your Charitable Gifts: session 2

Marvin J. Schmidt and Founder of Tapestry Philanthropy Partners Lauri Thompson, explore the challenging topics surrounding a philanthropic strategy.

 

Transcript

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The gifting considerations of Canadian ultra-high-net-worth families

The practical and emotional considerations of financial gifting to family and friends in a way that means it is received and realized as the gift that it is intended to be are explored by Marvin J. Sc...

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