US Trust Study of “The Philanthropic Conversation”
“40% of high net worth individuals indicate that they would be more likely to choose an advisor who is knowledgeable about charitable giving.”
Read the US Trust study below to find out why!
Charitable Giving Options & Benefits: Conversations with Clients
- Introduce the topic early
- Talk about legacy
- Look at past tax returns
- Openly discuss concerns
- Offer local expertise from the Community Foundation
- See our Guide to Conversation Starters
Does your client wish to make a charitable bequest through their will? Make a favorite charity the beneficiary of an IRA or life insurance policy? Here are samples of the language to use in their estate plan.
Your most valuable investments can help achieve maximum philanthropic impact. Explore options for Contributing Non-Cash Assets
Are your clients charitable, but could they benefit from receiving an income from donated assets? A Charitable Remainder Trust can help meet both goals!
What is the goal for your client’s wealth? What do they want to be remembered for? Would they like a portion of their estate dedicated to fostering public good?
Check out charitable options that can help clients committed to racial and social justice make a difference now and forever.
Supporting Racial and Social justice Through Estate Planning
