Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Legacy: Passion, Purpose and Philanthropy // Question & Answer


Click to view:

Q+A Part 1: What are your thoughts on micro-financing initiatives?

Q+A Part 2: How do you reconcile your business and social issues?

Q+A Part 3: How would you advise a smaller donor to give back?

Q+A Part 4: What are the mistakes you’ve made in philanthropy?

Q+A Part 5: Do you see your kids getting involved in philanthropy?

> > Watch our presentation on Estate Planning & Philanthropy. < <