Great video Joanne!!! Excellent Guest. However, you do NOT want a gift in a Will, you want the gift to be put in a trust this will help the gift to avoid probate court (please see Charitable Remainder trust)
@@CauseSpecialist The trust acts as a future contract between the donor and charitable organization. It also works better than a Donor Advised Fund 😜 or DAF
@@waynecmontgomery I wish I had set our family foundation up better. It is through a community fund, and I don't have a lot of control over it. Lesson learned 😞
Wealth conversations - LOVE IT! Thank you, Russell, for sharing with our subscribers!
Thank you for this!!! I’m a new Fund Development Manager and I’m so happy to hear this conversation!
@@christinasanders3218 So glad it help. I’m always here is you have questions ☺️
Great video Joanne!!! Excellent Guest. However, you do NOT want a gift in a Will, you want the gift to be put in a trust this will help the gift to avoid probate court (please see Charitable Remainder trust)
Thanks Wayne! 🙂
@@CauseSpecialist As a side note, they also have Charitable Remainder Trust in Canada which is the best vehicle for gifting long-term family wealth.
@@waynecmontgomery We do! :)
@@CauseSpecialist The trust acts as a future contract between the donor and charitable organization. It also works better than a Donor Advised Fund 😜 or DAF
@@waynecmontgomery I wish I had set our family foundation up better. It is through a community fund, and I don't have a lot of control over it. Lesson learned 😞