Legacy Planning

In the third phase of the Philanthropic Optimization Process®, Ensemble will evaluate your estate plan with a view toward maximizing your long-term philanthropic impact and wealth accumulation. We will work with your estate planner to integrate our philanthropic recommendations into your existing estate plan. By leveraging the benefits of the Philanthropic Optimization Process®, you will be able to leave a larger philanthropic legacy, more assets to your heirs or a combination of the two.

Some of the issues we may explore include:

• How much would you like to leave to your heirs?
• Have you documented specific bequests to philanthropic causes?

• Would you like to leave a pool of charitable assets to your heirs so that they may engage in philanthropic giving?

• Would you like to be able to control the use of your philanthropic legacy after your passing or are you comfortable leaving those choices to others?

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