As more institutions offer financial vehicles for charitable giving, including GoFundMe\u2019s headline-making launch of a Donor Advised Fund program, we know it is increasingly important for advisors to build their individual brands. We are highlighting these four recent articles making a common point: the most effective charitable planning rarely happens in response to a single tax event. Instead, it grows out of ongoing conversations about a client’s values, family, financial goals, and legacy.<\/p>\n\n\n\n
By working with the Foundation, you can leverage our nonprofit expertise and connections to help establish lasting client relationships that connect them to the causes they care about and make an impact in our community for years to come.<\/p>\n\n\n\n
How to Turn Wealthy Clients’ Charitable Giving Into a Cohesive Plan<\/strong><\/a><\/p>\n\n\n\n \u2013Kiplinger<\/em><\/p>\n\n\n\n This article encourages advisors to move beyond treating charitable gifts as one-off transactions and instead help clients develop a coordinated philanthropic strategy across tax planning, estate planning, wealth transfer, and family dynamics. <\/p>\n\n\n\n When Clients Ask About Their Tax Bill, the Answer Might Be Philanthropy<\/strong><\/a><\/p>\n\n\n\n \u2013Advisor Perspectives<\/em><\/p>\n\n\n\n The focus of this article is that major tax events\u2014such as business sales, retirement plan distributions, or highly appreciated assets\u2014often create ideal opportunities to discuss charitable giving. Even though the transactional elements might spark a conversation, substantive charitable planning goes far beyond a single transaction and is most effective when it becomes part of a broader financial planning conversation.<\/p>\n\n\n\n