Creating Meaningful Legacy with Charitable Split-Interest Trusts

Private Wealth Services attorney Brian Balduzzi will participate in the Planned Giving Council of Greater Philadelphia's 2026 Planned Giving Day Conference. The program aims to convene the planned giving community for knowledge-sharing and professional growth, from localized trends affecting individual philanthropists to broader sectorial themes shaping the national philanthropic landscape. Brian's presentation will cover charitable split-interest trusts, highlighting how this tool can help donors leave a meaningful legacy and plan charitable giving efforts effectively. Attendees will gain an understanding of how these trusts work and how to take advantage of them for wealth management and donation efforts.