The Benefits of Greater Meaning and Purpose in Charitable Trusts, DAFs, and Family Foundations



By John A. Warnick


Have you ever noticed that there seem to be cycles or fads which occur in the world of taxation and estate planning? Within the life cycle of a tax technique we will often find each of the following elements: the good (that which should be refined and preserved); the bad (that which if not thoughtfully weighed and counterbalanced may lead to unintended consequences) and the ugly (that which will truly lead to serious harm or disappointment). 


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About the Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques. 


Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration


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