Qualified Charitable Distributions You Can Manage
Download this article if…
- Your senior clients are concerned about taking RMDs on their IRAs
- You want to help your clients avoid taxes on their RMDs
- You want your clients to take full advantage of the standard deduction and still avoid taxes on the RMDs
- You want to manage the RMDs that your clients distribute to charity
The Financial Advisor’s Guide to DAFs
Download this article if…
- You’re concered about losing AUM when your client dies
- You would like to convert illiquid assets to managed assets
- You want to be able to manage your client’s charitable assets on your platform in open architecture regardless of asset fund size
- You want to deepen your relationship with your clients and earn the loyalty of the next generation
We offer creative solutions, like Donor Advised Funds that YOU manage on your OWN platform.
Discover the Difference with iGiftFund
The One Page Legacy Plan
- Enhance your relationship with your client and earn the loyalty of the heirs
- Help your clients understand the “why” of their wealth
- Help your clients create a legacy that will last for generations