NEW GUIDE: Common Charitable Giving Vehicles [January 2025]
Download the NEW Common Charitable Giving Vehicles Guide!
Charitable giving is a priority for many clients, but they often struggle to understand how it fits into their overall financial plan. Simplify charitable giving with this new summary guide, designed to help you align your clients’ philanthropic goals with their financial plans.
This summary guide covers:
- Common giving vehicles and how they work.
- Suitability for different client scenarios.
- Key tax and planning considerations.
- And more!
Give your clients the clarity they need to give confidently!
Charitable giving is a priority for many clients, but they often struggle to understand how it fits into their overall financial plan. Simplify charitable giving with this new summary guide, designed to help you align your clients’ philanthropic goals with their financial plans.
This summary guide covers:
- Common giving vehicles and how they work.
- Suitability for different client scenarios.
- Key tax and planning considerations.
- And more!
Give your clients the clarity they need to give confidently!