Michelle J. Hong
“I would encourage everyone to explore the wealth of services the Foundation offers to charitably minded individuals and their advisors.”
How she works with The Philadelphia Foundation
Michelle Hong has recommended many services of The Philadelphia Foundation to her clients, including Donor Advised Funds, philanthropic and foundation services.
Many of the clients she works with are facing a change in their financial circumstances, such as the sale of a business or an impending retirement.
What she says about The Philadelphia Foundation
“Clients appreciate it when I point out the non-tax benefits of charitable planning, such as how a Donor Advised Fund can help to convey family values to a younger generation, or how a Charitable Lead Trust can be used to educate remainder beneficiaries about investing and financial markets,” she notes. “Even if they do get good information from their estate planning attorney or from a development officer at a charity, they always appreciate having that information validated by a third party, particularly one who doesn’t stand to benefit directly from the charitable gift.”
“The Philadelphia Foundation is a great resource.”