For tax reasons and altruistic ones, in this holiday season many of your clients may be thinking about and actually engaging in philanthropy. The challenge for advisors is multipronged: How can you encourage and steer your clients’ charitable giving so that it benefits those clients and the recipients of their largesse while forging stronger ties with those clients and helping them avoid charitable missteps?
In our Year-End Philanthropy Special Report throughout the month of December, AdvisorOne’s editors will be presenting fresh content in the form of articles, videos, slideshows, free online tools and philanthropy best practices reporting to help you accomplish those goals. We will cover the latest news and research findings on donor advised funds, private foundations and smart tax planning, leavened with what some high-profile HNW individuals have and are accomplishing with their own charitable endeavors. All of this content can be found on our Year-End Philanthropy Special Report home page, and we’ll be sending readers a weekly e-newsletter containing the latest reporting.