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.
Together, let’s #begiving.