Advising Clients on Philanthropy to Better Serve Clients and Differentiate Your Business

With nearly $12 trillion of generational wealth being transferred to charity over the next several decades (Cerulli Associates 2021 Study), advisors that have the tools and knowledge to advise clients on philanthropy will be able to differentiate their business and deepen their role as trusted advisors to clients and their families. Help clients intentionally align their charity goals and preferences with how they give, and be the go-to resource as they evaluate, conduct due diligence, and monitor nonprofit institutions to maximize the effectiveness of their gifts. In this session,  learn the various structures and techniques to maximize tax efficiency and discover best practices relevant for clients serving on nonprofit boards.

Learning Objectives:

1. Develop a framework for advising clients on which organizations align with their goals, preferences, and values, and discover ways to engage family members in the process
2. Learn the tools to help clients evaluate, conduct due diligence, and monitor nonprofit institutions to maximize the effectiveness of their gifts, and understand the various structures and techniques to maximize tax efficiency
3. Discover best practices relevant for clients serving on nonprofit boards to heighten their experience and impact, while mitigating their personal risk