Charitable Planning Tip: Client Giving Starts With You

Lindorff, Dave
March 2015
Financial-planning.com;3/2/2015, p6
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.


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