Financial planners can align their clients’ philanthropic aims and tax objectives with strategic giving. Here is some of the best content from the Journal of Financial Planning and the Financial Planning Association to help you advise clients on charitable giving.
Charitable Giving Special Report
Keep Charitable Giving Conversations Going Beyond Year-End Tax Planning
With strategic and well-timed donations, financial advisers can help clients minimize taxes while executing a broader philanthropic strategy and supporting charities and causes.
Promoting Philanthropic Giving in Current Estate Plans
Charitably inclined clients may have philanthropic designs for their legacies. Here's how planners can help clients make sure their wishes are respected after they're gone.
The YAFPNW Giving Back Panel
Hannah Moore, CFP®, leads a panel of planners and experts to discuss how they got involved in pro bono work, what they’ve learned, and how you can start giving back.
Are Donor-Advised Funds a Suitable Method for Donating to Just Causes?
Charitable giving can quickly become complicated, and DAFs offer a host of solutions to struggles that many would-be donors experience
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