Charitable giving advice is a value-added element in an advisor’s portfolio and a service welcomed by clients who expect an integrated approach to their wealth management.
Tools for Legacy Giving:
As Professional Advisors know, legacy giving does not require a large income or vast estate. Legacy giving only requires a thoughtful intention to make a difference by identifying a charitable organization in your client’s will or estate plan. The following is additional information professional advisors might find useful on how to leave a legacy and suggested language for bequests:
How do you make a Planned Gift with the Community Foundation? Whether you’re a donor or a professional advisor working with a client, it’s easy to partner with the Community Foundation to make a charitable gift through an estate plan. Here’s how we can work together to become your Philanthropic Partner (including our guiding principles, step-by-step process, and FAQs for donors and professional advisors):
Here’s a list of some articles Professional Advisors might find useful in serving your client’s needs.
Links to Articles: