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Tap Into Your Clients’ Interest in Charitable Planning

Wealth Management

Financial advisors should prioritize charitable giving discussions to meet growing client interest and strengthen relationships with younger generations.

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Advisors Are Underestimating Charitable Giving

Wealth Management

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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Heather Zack on the Power of Charitable Planning

Wealth Management

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.

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Recurring Problems In Charitable Planning

Wealth Management

Traps to avoid when donors make significant gifts.

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Charitable Planning with Retirement Assets

Wealth Management

Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

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Two Reasons Why It's a Critical Time to Discuss Charitable Planning

Wealth Management

And the four client types that stand to benefit most from a conversation regarding donation to charity and philathropy.

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Guaranteeing Results is a Risky Business

Wealth Management

Failed charitable planning technique results in a malpractice claim.