Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Charitable Giving with Non-Charitable Trusts – Promoting and Expanding Permitted Philanthropy” for Purposeful Planning Institute.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Charitable Giving with Non-Charitable Trusts – Promoting and Expanding Permitted Philanthropy” for Purposeful Planning Institute.  This presentation shared information about how advisors can help clients consider when it might be desirable to tap into noncharitable trusts for charitable giving.

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.