Gifting: 3 Areas You Shouldn't Overlook
by Michael S. Farrell, Managing Director, SEI Private Wealth Management
Mar 19, 2020
3 minutes
You've been fortunate enough to build personal wealth, and it's important to you that your family, friends and the organizations you believe in benefit from your success. Giving feels good and allows you to practice your core values. But in order for your giving to be meaningful, you need a plan to make the most of it.
What are your gifting goals? For example, if you have grandchildren, do you wish to give to each at a particular life milestone? Contribute to a college fund? Is equal
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