Kindness Ambassadors
From FA to Trusted Advisor: Harnessing the Intersection of Wealth Management and Philanthropic Legacies In the world of finance, where numbers often reign supreme, there exists a unique intersection between wealth management and the warmth [...]
Avoid the Year End Tax Scramble – Maximize Last Minute Tax Benefits with Donor Advised Funds
Third quarter results are in and clients are looking to you for their year-end planning strategies. If your clients are like most, they may have left you scrambling to optimize their taxes before the [...]
6 Tax Benefits to Consider With Donor Advised Funds
As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely [...]
How much charitable giving can your clients deduct?
As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely [...]
The Great Wealth Transfer – Part 3 of 3: An Inspiring Story
How a Donor Advised Fund helped establish a generational philanthropic legacy The Family Snapshot Martha, a widowed 84-year-old matriarch, has a large family of four children and twelve grandchildren. Under her financial advisor’s guidance, [...]
The Great Wealth Transfer – Part 2 of 3: Deeper Engagement with Clients
Donor Advised Funds (DAFs) present a unique opportunity for you, the financial advisor, to engage more deeply with your clients, particularly across generations. By facilitating meaningful conversations around family values and philanthropic goals, you [...]
The Great Wealth Transfer – Part 1 of 3: Challenge and the DAF Solution
As a trusted financial advisor, you are uniquely positioned to help clients successfully navigate the complexities of wealth management and inheritance planning. One tool that remains underutilized by many advisors is the Donor Advised [...]
Preparing Younger Generations for Wealth Inheritance with Donor Advised Funds
As families plan for the transfer of significant wealth to younger generations, ensuring that this transition is both smooth, meaningful, and successful becomes paramount. One effective strategy to prepare heirs for their future responsibilities [...]