Advisors of high net worth individuals play a critical role in connecting their clients with resources available to assist them with their charitable efforts. Incorporate charitable giving into a client’s comprehensive wealth management portfolio.
Helpful ways to discuss philanthropic intent with your clients:
Is your charitable giving deliberate and does it work to strengthen your tax approach?
What are your current vehicles for giving? Are there other avenues that may work better for you now or in the future?
If you could make the world a better place in small steps, what would you do first?
Would you like strategic giving to be part of your annual wealth management plan?
Contact us to see how The Art of Giving can help complement the array of services that you provide for your clients.