Author: leonie6316

The report shows that integrating charitable planning into an overall financial plan facilitates tax planning (76 percent) and enables them to give more money to charity (47 percent), among other benefits. The research also shows that both advisors and clients benefit from charitable planning discussions – especially when charitable giving is integrated into a client’s overall financial plan. Over three-quarters of advisors (77 percent) with clients averaging over $500.000 in investable assets report they’ve personally found offering financial strategies for charitable giving to be a relationship builder and more than half (59 percent) say it helps position ... Read more