legacy planning Archives | Place2Give

legacy planning

legacy planning,Baylin Fund,healthcare,philanthropy

Fund Feature – The Steve Baylin Legacy Fund

Debbie Baylin describes her late husband, Dr. Steve Baylin, as a big kid. Smiling fondly, she joked he was, “essentially Peter Pan, the kid who never grew up.” He was very playful, earnest, and kind to everyone he met. Kids loved and flocked to him because he treated them with reverence, respect and compassion. He Read More →

donor advised funds,giving,legacy planning,philanthropy

Who wins when Financial Advisors, clients, and Donor Advised Funds work together? Everyone.

Talk to your clients today

At Place2Give, we help people set up Donor Advised Funds to help meet they philanthropic goals. But what is a Donor Advised Fund and how can Financial Advisors benefit from this tool? As a Financial Advisor, you likely have clients with significant life events happening, including: When advising clients, an often-overlooked option is to create Read More →

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