The Business Case for Philanthropy in Wealth Management
When you conduct portfolio reviews with your clients, are you asking about their philanthropic goals? If not, you may be missing out on a critical competitive advantage.
In Philanthropic Planning and the Client Review, we offer:
- A framework for how integrating philanthropic discussion aids your clients’ goals—and yours
- Ways to spot how common life events create inroads for charitable conversation
- Strategies for using a donor-advised fund (DAF) to maximize your clients’ philanthropic impact and tax savings
- Real-world examples of DAF giving strategies
____________________________________________
Complete this form to download the latest toolkit in NPT’s DAF Insights for Advisors series or continue scrolling to discover additional resources:
Interested in learning more? Keep scrolling to find links to other DAF Insights and relevant resources. If you have any questions—or if you want to explore one of these strategies for your clients’ philanthropy—reach out to us any time.
NOTE: By providing your personal contact information for this download, you consent to receive marketing material from NPT. You may unsubscribe from marketing messages at any time.
Explore More DAF Insights
Empowered Giving through Non-Cash Contributions
Donating non-cash assets to a DAF is a tax-efficient philanthropic strategy. Learn how donors have converted a wide range of assets into charitable capital, and explore ways to simplify the process.
Read More
Charitable Strategies for Private Equity Professionals
Private equity (PE) professionals can make a significant philanthropic impact with their wealth. This piece explores potential PE gifts your clients may consider and how NPT handles these contributions.
Read More
Strategies for Donating Restricted and Control Stock
Founders, executives and board directors may not fully understand the charitable potential of the restricted and control stock in their portfolios. Learn how NPT can help convert these assets to philanthropic capital.
Read More
Charitable Strategies for Business Transitions
The sale of a privately-held business has incredible philanthropic potential. Learn more about how including a charitable component in your transition plan can be tax-effective and impactful.
Read More
DAF Insights for Advisors
Our blog series offers explorations of trends, topics and strategies for DAF giving, aimed at financial advisors and other wealth management professionals.
Read More
Access partner resources.
We've compiled a group of some of the most relevant articles and brochures to aid your conversations with clients about how they can manage their philanthropy, and how a DAF can help.
Read More