Charitable Planning, Clients and Planning

Heather Zack on the Power of Charitable Planning

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.

Charitable Planning

Charitable Planning Planning Clients Management

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

Wealth Management

MARCH 13, 2024

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

Charitable Planning

Charitable Planning Planning Clients

Donor Advised Funds vs. Private Foundations

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

Charitable Planning

Charitable Planning Financial Advisor Clients Planning

Webinars

Live Demo - Supercharge your Month End Close

MORE WEBINARS

Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

NAIFA Advisor Today

MAY 28, 2025

While these assets are estimated to total between $40 and $60 trillion in value, they make up less than 2% of all charitable donations. For financial professionals working with affluent clients, understanding how to leverage these assets is essential to providing effective tax and philanthropic planning strategies.

Charitable Planning

Charitable Planning Assets Planning Taxes

What High-Net-Worth Prospects (Really) Want From A Financial Advisor

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. If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems.

Financial Advisor

Financial Advisor Insurance Coverage Estate Planning Charitable Planning

Bridging Charitable Planning with Retirement Income

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.

Charitable Planning

Charitable Planning Retirement Planning Clients

Pro Tips for Using Client Education to Boost Financial Planning

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education

Education Financial Planning Clients Planning

Identifying the four stages of transition for widows

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. 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.

Charitable Planning

Charitable Planning Estate Planning Retirement Planning Tax Planning

12 Tax-Smart Charitable Giving Tips for 2023

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.

Charitable Planning

Charitable Planning Taxes Clients Planning

Making Tax-Efficient Charitable Gifts That Leave a Lasting Impact

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.

Charitable Planning

Charitable Planning Taxes Financial Planning Clients

Strategic Planning in Volatile Markets

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning

Strategic Planning Planning Marketing Marketing

Strategic Planning in Volatile Markets

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Our conversations with clients usually cover topics that range beyond investment and financial affairs. Wed, 04/01/2020 - 09:31. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning

Strategic Planning Planning Marketing Marketing

DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James

eMoney Advisor

NOVEMBER 29, 2022

When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and they’re age 70 1/2, it’s smarter to make those gifts directly out of the IRA in what’s called a qualified charitable distribution (QCD). Are clients able to make a QCD to a donor-advised fund?

Charitable Planning

Charitable Planning Distribution Taxes Clients

Charitable Giving: Enhancing Wealth with Purpose and Impact

Ballast Advisors

SEPTEMBER 5, 2024

Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealth management. For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits.

Wealth Management

Wealth Management Taxes Charitable Planning Estate Planning

Blog #220: Testing Financial Tolerance™for Zero Estate TaxUsing InsMark’s Premium Financing and Wealthy and Wise

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services

Financial Services Taxes Planning Clients

Midyear Planning Tools for 2016

Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Thu, 06/16/2016 - 15:22. Presidential election. Economic growth in the U.S.

Planning

Planning Taxes Assets Clients

Financial Advisor Source

Heather Zack on the Power of Charitable Planning

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

Webinars

Trending Sources

Donor Advised Funds vs. Private Foundations

Webinars

Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Bridging Charitable Planning with Retirement Income

Pro Tips for Using Client Education to Boost Financial Planning

Identifying the four stages of transition for widows

12 Tax-Smart Charitable Giving Tips for 2023

Making Tax-Efficient Charitable Gifts That Leave a Lasting Impact

Strategic Planning in Volatile Markets

Strategic Planning in Volatile Markets

DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James

Charitable Giving: Enhancing Wealth with Purpose and Impact

Blog #220: Testing Financial Tolerance™for Zero Estate TaxUsing InsMark’s Premium Financing and Wealthy and Wise

Midyear Planning Tools for 2016

Stay Connected