Content Level: Intermediate
NAPFA Subject Area: F-Estate Planning

Financial advisors can benefit from speaking about philanthropy with their clients. Positioning philanthropic vehicles for planners’ client base, helps clients realize their financial and philanthropic goals. In this presentation, you will learn how to position philanthropy within your client base while distinguishing characteristics of philanthropic vehicles and engaging the next generation and family values. In addition to determining how to formulate financial and tax strategies, advisors will also learn how thinking about philanthropy strategically can help grow and maintain their business.

1. Understand the basic utilization different philanthropic vehicles
2. Determine the tax strategy of charitable giving
3. Engage your clients in values-based conversations

Greg Murray