
Letter from Mike Schroeder
PWM President Mike Schroeder on the significance of Baird's 100th anniversary.
But what if there were a smarter way to give? What if you could fold your charitable giving into your broader plans in a way that lets you give both strategically and as the need arises?
STRATEGIC GIVING Through Donor-Advised Funds Donor-advised funds are investment accounts you create solely for supporting charitable causes – and because the fund is self-directed, you get to dictate when, where and how much to give. Using this tool, you and your target organization can reap important benefits:
With the frequency and intensity of natural disasters continuing to increase, getting the most bang for your charitable buck is critical. With donor-advised funds, you can give for both the short and long term in a way that fits into your broader plans.
1The Conference Board Inc., The Future of Disaster Philanthropy, 2017.
PWM President Mike Schroeder on the significance of Baird's 100th anniversary.
It's not so much the number of years as it is the successes we've helped our clients achieve.
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A new Digest feature that helps readers tackle their most pressing wealth management concerns.
No matter the size of your family or bank account, the conversation about estate planning needs to be had.