Clients looking to give to charity often already know where they want their money to go based on a personal connection or passion for a particular cause. Where they’ll need your help is deciding how to make those donations.
A Quick Guide to Charitable Giving Options reviews a variety of giving methods—offering potential benefits and other considerations for each—and includes a glossary of related terms. With it, you’ll be better equipped to help your clients find the right giving method based on their philanthropic goals, which may include:
- Seeking to gain certain tax advantages
- Donating assets other than cash
- Being more involved in the giving process
- Providing gifts later in life or after death