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.
  • Estate planning often identifies a significant tax liability. Charitable bequests and other types of giving options 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 several other types of funds that focus on specific areas of need.