Giving season is just around the corner and as a trusted advisor, your clients will look to you to offer holistic advice that centers around their philanthropic goals for year-end charitable contributions. One of the most important questions that will likely come up is “Which charitable vehicle is best for me?”
Donor-advised funds (DAFs) and private foundations are two of the most popular options—and both offer their own unique advantages that can help clients with strategic, tax-advantaged giving that complements their core financial plan. For many charitable clients, however, the best choice isn’t just one or the other—but both—as using them together can provide philanthropic and financial synergy.
To help demystify and simplify the decision-making process, our experts have created an actionable checklist with 13 critical questions to ask them based on two important factors: their giving style and their considerations on fees and financials. Download your checklist.
Want to stay updated on philanthropy insights throughout giving season?
Our subject matter experts are waiting in the wings to help! There are a few simple ways you can stay at the forefront:
- Subscribe to our blog—we’ll send you important news and insights right to your mailbox.
- Check out our upcoming events, which include webinars (and replays), conferences and speaking engagements.
- Follow us on LinkedIn, Facebook, Instagram, and Threads—it’s a great way to get a pulse on philanthropy and join the conversation.
Learn More About How We Support Advisors
Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.
