Here’s a look at the benefits of philanthropy for clients over age 65.
Advisors focus too much on the tax angle of philanthropy; there is a differentiating opportunity to help clients measure their charitable impact as well.
Across generations, a new marker for success seems to be emerging: the desire to give money away.
An overview of the new requirements.
Advisors who embrace this shift can deepen their relationships with entire client families.
The days of checkbook philanthropy are fading fast.
Questions to ask and charitable techniques to use
The field of strategic philanthropy is more sophisticated and complex than ever. The opportunities for philanthropists to make a difference are better defined. The understanding of philanthropic “best practices” has evolved.
A giving strategy is needed for donor-advised funds
For charitably inclined clients, some donations may be better than others. Tactics that excel during a client’s lifetime might not be ideal at death.