Discussing Charitable Giving

You can help clients realize their charitable goals by listening for charitable giving opportunities, explaining options, and suggesting solutions.

Here are some scenarios in which a charitable gift may be a good option for your clients:

A donor advised fund offers immediate tax benefits without having to make immediate decisions on how to make charitable gifts. This flexibility can be very helpful with year-end tax planning.

When compared to a private foundation a donor advised fund offers a simpler and more cost-effective alternative.
Estate planning often identifies a significant tax liability. Charitable bequests and other types of planned gifts can reduce a taxable estate and provide dollars for local benefit. Your client’s gift can create a legacy in the community that stays true to his or her charitable intent forever.

For clients who are philanthropic and would like some tax savings but do not want to open a donor advised fund we have a number of other giving options that focus on specific areas of need.