LibraryScenariosWhen tax strategy conflicts with generous impulses
Scenario

When tax strategy conflicts with generous impulses

I sold my company and want to give most of it away immediately but my accountant says I should wait for tax reasons and I hate thinking about money when I am trying to be generous.

Rabia
Online
The coach is replying

More people experience this than they realize.

What we've seen

The newly wealthy person confronts how practical financial considerations can corrupt or complicate what feels like a pure impulse toward generosity.

Ideas that help explain it
Worth thinking about

“Where Are You with Charitable giving structures?”

If this sounds familiar, the Library can help you find the bigger picture.