Publications & Articles
- Publications
- Banking (17)
- Markets (39)
- General (8)
- Wealth Management (51)
- Financial Services Sector (2)
- Islamic Finance (4)
- Private Equity (4)
- Asset Management (4)
- Trust and Estate Planning (6)
- E-Banking (1)
- Risk Management (46)
- Basel II (1)
- AML (32)
- Anti Corruption (15)
- Compliance (10)
- Governance (40)
- Financial Management (8)
- Internet Banking (15)
- Cost Control (1)
- Financial Analyst (2)
- Economics (12)
- Corporate Governance (1)
- Marketing (1)
- Research (15)
- Corporate Finance (1)
- Real Estate (6)
- Investment (8)
- Insurance (1)
- Human Resources (1)
- Articles
- Expert Opinion
Planned Charitable Giving
by Linda R.FitzPatrick [More Info]
Many financially successful individuals and families utilize charitable giving to satisfy their investment and philanthropic goals. Mellon’s private wealth management portfolio managers, assisted by charitable giving specialists, can work with you to gain a thorough understanding of your interests in charitable giving within the larger picture of your financial situation and longer-term objectives.With your objectives as a guide, we can propose a customized charitable giving plan which allows for a gift to a selected charitable institution or institutions while realizing associated tax and estate preservation benefits. In the process, your charitable giving objectives can be thoroughly integrated with an overall financial and investment strategy.
Access : For Affiliate
Pages : 5
Category : Wealth Management
Cost :
Free
Date Published : 2006-11-10
