Tap Into Your Clients’ Interest in Charitable Planning
Wealth Management
JUNE 9, 2025
Financial advisors should prioritize charitable giving discussions to meet growing client interest and strengthen relationships with younger generations.
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Wealth Management
JUNE 9, 2025
Financial advisors should prioritize charitable giving discussions to meet growing client interest and strengthen relationships with younger generations.
Wealth Management
JUNE 30, 2025
A new Fidelity Charitable study suggests there is an opportunity for advisors to lean into charitable planning to attract clients and enhance existing client relationships.
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Wealth Management
DECEMBER 9, 2022
Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.
Wealth Management
SEPTEMBER 17, 2024
Traps to avoid when donors make significant gifts.
Wealth Management
MARCH 13, 2023
Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.
Wealth Management
MARCH 13, 2024
And the four client types that stand to benefit most from a conversation regarding donation to charity and philathropy.
Wealth Management
NOVEMBER 1, 2022
Failed charitable planning technique results in a malpractice claim.
Wealth Management
SEPTEMBER 15, 2023
Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and privat
NAIFA Advisor Today
MAY 28, 2025
Non-cash assets such as real estate, closely held business interests, and collectibles represent a massive and largely untapped opportunity in charitable giving. While these assets are estimated to total between $40 and $60 trillion in value, they make up less than 2% of all charitable donations.
NAIFA Advisor Today
DECEMBER 2, 2024
Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern.
NAIFA Advisor Today
MARCH 19, 2025
Increasingly, nonprofits, donors, and financial professionals are leveraging CGAs to meet a variety of financial and charitable objectives with a single gift. Simple to establish and available in multiple formats, CGAs can even be funded through a qualified charitable distribution (QCD), making them a versatile tool for charitable planning.
Nerd's Eye View
JANUARY 22, 2024
While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients.
Million Dollar Round Table (MDRT)
JULY 21, 2022
Discuss more advanced estate planning, charitable planning and special family issues. This is the new normal, where she is now loving life and moving forward. Help her find her independence through education, motivation and collaboration.
Advisor Perspectives
MARCH 29, 2023
Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. You can add value to your clients by sharing these tax-smart giving strategies for 2023.
NAIFA Advisor Today
MARCH 26, 2025
Charitable giving plays a vital role in many clients financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.
MainStreet Financial Planning
DECEMBER 19, 2022
Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year! Bunch donations.
eMoney Advisor
JANUARY 31, 2023
We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning.
eMoney Advisor
NOVEMBER 29, 2022
For even more tax-efficient giving strategies, watch the webinar I recently presented, Top 10 Charitable Planning Strategies for Financial Advisors: Helping Your Clients and Your Business with Charitable Planning. See the Top 10 Giving Strategies.
James Hendries
NOVEMBER 26, 2022
If you have any questions or need help mapping out your Charitable Plan, set an appointment to discuss with your financial professional. Essentially what they found in their study is the following: Spending money on other people has a more positive impact on happiness than spending money on oneself. Important Disclosures.
Ballast Advisors
SEPTEMBER 5, 2024
Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Donations to qualified organizations are tax-deductible, reducing your taxable income and potentially lowering your tax bill.
Brown Advisory
APRIL 1, 2020
GRATs are an attractive planning vehicle in a low interest rate environment, and funding at low security valuations increases the likelihood of success of transferring wealth to family members without using gift tax exemption. CHARITABLE PLANNING Charitable Giving. Sales of assets (i.e.
Brown Advisory
APRIL 1, 2020
GRATs are an attractive planning vehicle in a low interest rate environment, and funding at low security valuations increases the likelihood of success of transferring wealth to family members without using gift tax exemption. CHARITABLE PLANNING. Charitable Giving. Sales of assets (i.e.
Robert B. Ritter Jr.
JANUARY 31, 2022
estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.
Robert B. Ritter Jr.
APRIL 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the Premium Financing System and Wealthy and Wise® ) This Blog describes combining our Premium Financing and Wealthy and Wise® Systems to produce a powerful wealth planning concept called “Zero Estate Tax,” Most clients prefer comparing their (..)
Robert B. Ritter Jr.
MAY 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”
Envision Wealth Planning
MARCH 2, 2022
You may also choose to focus your charitable planning on organizations that promote your values around sustainability and climate change. You may do this with ongoing charitable contributions during your life and charitable planning at your death.
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