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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.

The average American has grown more tight-fisted in recent years, donating a smaller portion of his or her income to charity than he or she did 10 years ago.

For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution directly from an IRA to a charity have been on-again, off-again, a part of the infamous Tax Extenders that would lapse and be reinstated every other year.

Imagine a snapshot of American giving. What would it look like? Would it portray an abundantly generous America, or show a dismal lack of involvement in charitable causes and civic society?

If you want to be successful, you should work as hard as possible and suffer, right? Or so we’re told.