Charitable Planning and Your Practice: 3 Things to Know in 2024
Summary
#1: Holistic Financial Advice Still Has Some Gaps Even though the majority of wealthy investors self-identify as charitable, their advisors are often not having regular conversations about their philanthropic activities and hopes for the future. Savvy advisors are setting themselves apart and creating more meaningful conversations by incorporating charitable giving solutions under the wealth management umbrella—not as an afterthought. Wealthy individuals and their advisors will all benefit from tech solutions that are purpose-built by industry experts to enable more impactful giving while lifting administrative burdens and simplifying compliance. Check out the full article>> It’s an exciting time for wealth advisors who are looking to incorporate charitable planning into their practice. Doing so will not only forge deeper, more meaningful relationships with your valued clients now, but it will also set you up for success with the next generation who have a strong desire to give back.
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