ELITE ADVISOR BEST PRACTICES

Charitable Giving

Reap the rewards of deep, lasting client relationships

The final major area of financial concern of the affluent, beyond investments, is charitable giving. It encompasses all issues related to fulfilling the client's charitable goals in the most impactful way possible and can often support efforts in other areas of concern.

The resources below provide a range of strategies for helping to maximize your affluent clients’ charitable intent.

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Charitable Giving

Maximizing charitable impact is a top financial concern for many affluent families.

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