Knowledge Center

Friday, August 14, 2015

The Art of Well-Crafted Planning for Good Deeds

by Richard M. Horwood

Family Foundation Advisor, July/August 2015

Inadequate planning as well as unclear document drafting can prevent good deeds from coming to fruition. These good intentions can be affected by ambiguous terms or insufficient tax and gift planning. Three recent matters highlight the impact that documents can have on the fulfillment of charitable wishes. For art collectors and other charitable donors, proper gift planning for donations is essential.

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