The structure used for giving influences how families engage with generosity. Some vehicles encourage discussion, stewardship, and continuity. Others centralize control and distance heirs from decision making.

Tax efficiency matters, but culture lasts longer than deductions. The wrong structure can hollow out the values philanthropy is meant to reinforce.

Choose vehicles that teach responsibility, not just efficiency.

• This topic was modified 3 months, 3 weeks ago by Jonathan Reyes.