Articles by Peter Myers on the Topic of Planned Giving

Venture Philanthropy: A Philosophy for Selecting Charities Worthy of Your Gift

This article explores the principle of "Venture Philanthropy," by which the merits of a charity are determined through use of quantitative metrics, specifically applying the venture-capital model.

Efficient Charitable Gifting

This article provides a framework for evaluating how an individual can maximize both tax benefits and the contribution to the charity using specific techniques.

Contact Us to to See How We Can Help You Develop a Planned Giving Program

Call us at (415) 896-1500 or submit an inquiry using our online form.