TITLE

Charitable Planning Tip: Client Giving Starts With You

AUTHOR(S)
Lindorff, Dave
PUB. DATE
March 2015
SOURCE
Financial-planning.com;3/2/2015, p6
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article offers tips for financial planners and advisors on charitable planning. Topics discussed include the suggestions to discuss charitable planning with clients at the beginning of the year rather than end of the year when clients' income and tax liability become the focus as well as to consider other important things than the tax impact of charitable giving. Also mentioned are the advice for financial planners to devote their own time, energy and money to some philanthropic endeavor.
ACCESSION #
101350950

 

Related Articles

  • A Financial Planner Tells All…. Diefendort Jr, Monroe M. // National Underwriter / Life & Health Financial Services;3/17/2008, Vol. 112 Issue 10, p12 

    The article presents several misconceptions of the author, who is also a financial planner, on charitable planning. He claims that he thought that wealth and money are the same, which led to the limit in the scope of his charitable planning. Another is his belief that clients do not have enough...

  • Missed Opportunities With Charitable Giving. Correia, Margarida // Bank Investment Consultant;Jul2012, Vol. 20 Issue 7, p6 

    The article focuses on the Fidelity Charitable's 2012 Advice & Giving study, which examines the findings of two surveys with financial advisors. The surveys reveal that advisors estimated that less than half of their wealthy clients does charitable giving an annual activity or financial...

  • CHARITABLE GIVING AND THE FINANCIAL PLANNER: THEORIES, FINDINGS, AND IMPLICATIONS. James III, Russell N. // Journal of Personal Finance;2008, Vol. 6 Issue 4, p98 

    Charitable giving by individuals in the United States exceeds $220 billion annually. Individual estates provide an additional $23 billion to charitable organizations through bequests. Charitable giving, both during life and through bequests, may constitute an important part of a client's...

  • Don't overlook charitable giving. Zhou, Michelle // Financial-planning.com;11/23/2016, p1 

    Why advisers shouldn't leave this aspect of planning on the back burner.

  • The Charitable Planning Balancing Act. Sharpe Jr., Robert F. // REP.;Aug2015, Vol. 39 Issue 8, p38 

    The article offers information related to importance of financial advisor approach to help clients who run charities or implements charitable giving to increase income, minimize taxes, and diversify investments. It mentions the impact of reductions in gift and estate taxes along with increased...

  • you can help. Knapp, Gwendolyn // Saint Charles Avenue;May2012, p40 

    The article offers tips for effective giving of donations. It says that research should be made to gain familiarity of a charitable organization's finances, mission, and positive impact on the community. It says that local financial institution can be partnered to gain financial advisor's...

  • An Analytic Approach to Selecting a Nonprofit for Donation. Ramirez, Andrés; Saraoglu, Hakan // Journal of Financial Planning;Jan2011, Vol. 24 Issue 1, p59 

    • Charitable giving is an important aspect of the economic and social fabric of the United States. However, without a doubt, the economic crisis of 2007-2009 will have a deep impact on the nonprofit sector. • The economic crisis has affected non- profits in two important ways: First,...

  • Pre-Planning Advice. Christensen, Pamela // Financial Planning;Jun2011, Vol. 41 Issue 6, p111 

    The article discusses how financial planners could provide budget coaching services. Each step involved in budget coaching are explained which include gathering information, monitoring expenditures, budget development and documentation and developing a follow-up plan. The different areas of...

  • The gift that keeps on giving. Holland, Vincent // Money Management;8/1/2013, Vol. 27 Issue 29, p19 

    The article discusses the financial planning opportunities in philanthropy in Australia. It is inferred that the country is experiencing the largest inter-generational transfer of wealth amounting to an estimate of $600 billion in 30 years. According to the author, estate planning will help...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics