There are 12 questions you should ask clients to begin the charitable planning conversation.
Twelve questions to ask clients to help you begin the charitable planning conversation.
Here are 10 ways advisors can increase assets under management by opening donor-advised funds.
Here are 10 scenarios in which opening DAFs have led to increased AUM.
The pandemic has enabled many advisors to re-engage their clients in the charitable planning conversation.
There are a number of reasons why advisors and clients may wish to use alternative DAF sponsors.
Many advisors are beginning to realize that PA firms complement their work.
The creator of a DAF should discuss the account with the successor advisors to allow for a positive experience later.
Some of the challenges clients face with charitable planning and how advisors can help them.
Understanding clients’ charitable plans will enable advisors to provide clients with the most appropriate financial plan.
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