Professional Advisors

|||

Email Phone Facebook LinkedIn Twitter

Your clients want to invest and give wisely.
- Access our free resource to help you and your clients!
  
  60% of advisors agreed that having discussions about philanthropy has helped them establish new clients
  
  74% see these discussions help deepen relationships with clients
  
  63% of advisors said philanthropic discussions have helped them build relationships with clients' extended family
- Subscribe for free and receive:
  
  Latest tax and estate updates from Washington, D.C.
  
  Private letter rulings
  
  Case studies on both common and unique charitable situations
  
  Relevant articles on helping your clients make the most of cash and the roughly 97% of non-cash assets
- Partnering Together to Add Value for Clients
  
  CFAD has many options that you could suggest as part of your clients' financial plans.
  
  Are they considering a family foundation or want to give anonymously? Explore donor advised funds with CFAD.
  
  Clients may not always need the income from their IRA required minimum distributions and not want to pay the related taxes. They can make a qualified charitable distribution to CFAD and start an endowment fund or give to an existing one.
  
  Do they want their values of stewardship to be passed to future generations? They can endow a donor advised fund with CFAD and name generational advisors.
  
  Is there a large taxable event that your client is looking to offset? Starting a fund or giving to an existing one could minimize that liability.
  
  Inherited IRAs impose time limits on when the funds must be taken. A testamentary charitable gift annuity may be an option to benefit a family member more gradually and lesson the tax liability while also helping a charity later.
  
  Do you have a client looking to include CFAD and/or one of its funds in their will? This sample bequest language may be helpful.
- Advisor Webinar Resources
  
  Curioius About Higher Interest Rates and Their See-Saw Effect on Wealth Transfer Strategies?
  
  Learn more in this free recorded webinar. Watch! Access the slides.
  
  With Applicable Federal Rates (AFR) at 15-year highs are the wealth transfer strategies we’re using still effective? To answer that, we'll look at examples of CRATs, GRATs, QPRTs, CRUTs and more.
  
  Interested in charitable gift annuities and/or donor advised funds?
  
  Learn more in this free recorded webinar. WATCH!Access the slides.
  
  You will find creative solutions to client problems with a donor advised fund and/or a charitable gift annuity. Learn how using these two charitable tools can help your clients achieve multiple personal objectives and divert tax dollars to their favorite charities in the process.