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NPT's free practical guide for advisors gives the top
10 reasons to discuss charitable giving with your clients and many talking points.

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Over the next 50 years, researchers estimate between $45 to $150 trillion will pass from one generation to the next, a third of which will be donated to charity.1  The dawn of this new wealth has generated unprecedented opportunities — and new and creative ways — to give.

Some of the greatest opportunities to make charitable gifts arise when making major business, personal and financial decisions.  Did you know that: 

  • 82% of clients are introduced to planned gifts by their advisors.

  • High-net worth individuals view advisors as their "primary guides and counselors" and expect their advisors to understand the "full picture" of their financial and personal life.

  • 37% of pentamillionaire households rank philanthropy as their 4th most important financial goal, after trust and estate planning, investment advice, and tax-management strategy.

But why do we make charitable gifts? The reasons are varied and unique to each individual:

Personal Reasons

  • Interest in creating a legacy
  • Feel strongly about a cause
  • Giving back to the community
  • Personal experience with an organization
  • Response to a request
  • Religion or spirituality
  • Keep family close and in contact
  • Pass on tradition of giving to children and grandchildren

Financial Reasons

  • Tax benefits
  • Control the transfer of wealth
  • Circumstances/life event (business sale, inheritance, retirement, etc.)
  • Have multiple charitable interests and desire to simplify and streamline their giving

Charitable giving is an integral part of any client's financial and estate plan, and NPT can help you help your clients reach their charitable giving goals meaningfully and effectively. 

Provide Philanthropic Services Today
Order our Advisor Information Kit today, by either phone (888-878-7900) or email.  See how we can help you provide philanthropic solutions tailored to your clients individual needs.

1. Source: Center on Wealth and Philanthropy at Boston College.