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
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.