A Quick Guide to Charitable Giving Options
Download our free reference sheet to learn the benefits of different giving methods.

Charitable Giving

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

Send me my copy of A Quick Guide to Charitable Giving Options.