Planning Maximizes Value for Charitable Donors

Have you ever wondered, “Do my gifts to charity do any good?” UBS Bank’s recently released survey of millionaires suggests that using planning services maximizes the value of charitable gifts to both the charity and the donor. Clients I have helped to include gifts to good causes as part of their plans have expressed a sense of relief—“Thank you for helping us do this the smart way.” Here are UBS’s ways to feel effective as a donor: Read More...