By moving the charitable timetable ahead, your clients will thank you, your assistants and associates will thank you, and most importantly, because the charities they support need and greatly appreciate contributions earlier in the year since they have bills to pay, they will thank your clients.
Ken Nopar is the senior philanthropic advisor for the American Endowment Foundation, the country’s leading independent donor-advised fund. AEF works with donors and their financial, legal and tax advisors in all 50 states.