Nonprofit, Risk Management and Tax Planning

Philanthropic Risk Management: Ensuring Effective and Compliant Giving

Carson Wealth

JANUARY 28, 2025

When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Steps to Setting Up a Philanthropy Fund Taking the proper steps in the beginning can give your charitable giving plan a solid foundation. Governance risk.

Risk Management

Risk Management Management Nonprofit Compliance

Transcript: Ted Seides

The Big Picture

AUGUST 15, 2023

And it got to the point where there was the potential to do this nonprofit, like charitable bet. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. SEIDES: Yeah, that’s right.

Management

Management Investing Investments Government

Financial Advisor Source

Philanthropic Risk Management: Ensuring Effective and Compliant Giving

Transcript: Ted Seides

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