Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, February 15, 2017

Couples & Philanthropy

Couple philanthropyNew research suggests that decisions to support charities are normally made by both partners in a relationship. Specifically, 81% of donors who are married or co-habitat with a partner made charitable donations as a couple, and only 11% reported disagreements on philanthropic decisions. Couples are also taking time to discuss philanthropy—76% noted that they discuss which charities to support, and 70% discuss how much to give. This report will present advisors the opportunity to involve their clients’ spouses in creating a financial plan.  

See Christopher Robbins, Philanthropy Is an Opportunity to Serve Couples, Financial Advisor, February 13, 2017. 

 

http://lawprofessors.typepad.com/trusts_estates_prof/2017/02/couples-philanthropy.html

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