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.
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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Nerd's Eye View
JULY 25, 2025
In the report, Schwab also identified key traits of "top performing" firms (including having a defined ideal client persona and a defined client value proposition) and the key strategic initiatives respondents plan to pursue (with generating client referrals topping the list for the third consecutive year, followed by recruiting new staff).
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.
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.
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.
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