Creating a Legacy Through Charitable Planning

Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman.

“Giving is thoughtful and highly personal…It comes down to your values, what are your passions, what is important to YOU.” EB

• Everyone has the opportunity to be involved in philanthropy, it’s not just something for the Bill Gates and Warren Buffett’s of the world. All of us have opportunities to give and support people.
• Giving doesn’t always have to be complex. However, if you’re someone who gives over $10,000 a year, it might be time to find a company such as Exponent Philanthropy to help guide you.
• There are big changes in the way wealthier people group their deductions.

ABOUT HENRY BERMAN

As CEO since 2010, and a member since 2003, Henry leads Exponent Philanthropy, a vibrant membership organization that amplifies and celebrates the vital work of philanthropists who give big while keeping their operations lean. As co-trustee of a private foundation committed to supporting programs which foster the development of children with the intellectual, social and emotional skills necessary to achieve their full potential and become competent, happy and productive adults, he brings a firsthand understanding of the needs of philanthropists with few or no staff and a wealth of experience in the nonprofit and for-profit sectors.

Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**

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