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Your clients want to invest and give wisely.
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Access our free resource to help you and your clients!
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60% of advisors agreed that having discussions about philanthropy has helped them establish new clients
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74% see these discussions help deepen relationships with clients
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63% of advisors said philanthropic discussions have helped them build relationships with clients' extended family
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Subscribe for free and receive:
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Latest tax and estate updates from Washington, D.C.
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Private letter rulings
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Case studies on both common and unique charitable situations
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Relevant articles on helping your clients make the most of cash and the roughly 97% of non-cash assets
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Partnering Together to Add Value for Clients
CFAD has many options that you could suggest as part of your clients' financial plans.
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Are they considering a family foundation or want to give anonymously? Explore donor advised funds with CFAD.
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Clients may not always need the income from their IRA required minimum distributions and not want to pay the related taxes. They can make a qualified charitable distribution to CFAD and start an endowment fund or give to an existing one.
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Do they want their values of stewardship to be passed to future generations? They can endow a donor advised fund with CFAD and name generational advisors.
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Is there a large taxable event that your client is looking to offset? Starting a fund or giving to an existing one could minimize that liability.
- Inherited IRAs impose time limits on when the funds must be taken. A testamentary charitable gift annuity may be an option to benefit a family member more gradually and lesson the tax liability while also helping a charity later.
- Do you have a client looking to include CFAD and/or one of its funds in their will? This sample bequest language may be helpful.
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