So, you’ve decided you and your organization want to be more philanthropic. Now what?
It’s important to be thoughtful about how you implement your giving choices. The size, frequency, and timing of your gifts, and the assets you donate, should make sense for you, for your business and for the causes or organizations you support. Learn about options for philanthropic giving strategies: donor-advised funds, private foundations, bequests, charitable remainder trusts, and charitable lead annuity trusts.
Heather A. George is a Director of the Wealth Strategies Group at Bernstein. She works closely with high-net-worth families, family offices, foundations and endowments, and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy and diversification planning for holders of concentrated portfolios. Heather initially joined the firm in 2001 as a financial advisor associate and was promoted to senior associate in 2003; she became an investment planning analyst in 2005 and was promoted to specialist in 2008. In 2011 she left the firm to start her own business in sustainable fashion. She was appointed to her current position of Director in 2016 after rejoining the firm in 2014 as an associate director. In 2013, she was a Director of the Knowledge Center at Family Office Exchange, a membership and research organization for ultrahigh-net-worth families and their advisors. Heather earned a BA in French, Spanish and Japanese from St. Lawrence University.
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