Charitable Giving for Your Clients
For most of your clients, philanthropy is an important part of their lives—they may give to their alma mater, faith community and to local, national and even international charities.
But when they meet with you, they are primarily focused on gaining your expertise to protect and extend their assets. What if you could help your clients set philanthropic goals while still protecting their assets?
Here are seven scenarios where charitable giving can can come into play: