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Counseling your clients on their philanthropy is a smart strategy to create long-lasting (and more meaningful) relationships. While there are several options when it comes to charitable giving vehicles, the gold standard is the private foundation, which offers a myriad of benefits—including tax savings. We asked our experts to share the top tax benefits of a private foundation, which can serve as a helpful primer for your conversations with clients who show a strong interest in charitable giving.

Checkout our infographic below or to download it, click here.


Looking for More Advisor Resources?
Check out our high-net-worth philanthropy kit, which includes the top tools you can start using now to deliver philanthropic support as part of a balanced and holistic wealth management solution.

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 giving.

Together, let’s #begiving.

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