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Category:
Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar

Charitable Giving Strategy Review

Updated 12/01/2024

What Issues Should I Consider When Establishing My Charitable Giving Strategy?

Many of your clients are charitably inclined but need help aligning their resources, priorities, and philosophy. As a financial advisor, you are uniquely positioned to counsel clients as they determine what, when, and how to give to charitable organizations. By analyzing each client’s unique situation, you can identify opportunities and model outcomes in order to optimize the impact of charitable gifts.

This checklist helps you guide your clients as they consider and implement a charitable giving strategy. It covers:

  • Philanthropic motivations and goals
  • Cash flow considerations
  • Asset selection when funding gifts
  • Charitable giving vehicles
  • Tax planning and deductibility

 

This guide is a part of the Topic Bundle: Client Service Calendar.

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— Roger Whitney, CFP®️, CIMA®️, CPWA®️
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