Giving Season 2025 Toolkit for Advisors

Equip Your Clients for Year-End Giving

Over 25% of charitable giving happens in December, and 2025 is a critical year with tax law changes ahead. The Giving Season Activation Toolkit for Advisors gives you client-ready resources, conversation starters, and strategies to help guide year-end philanthropy and strengthen your relationships.

Inside you’ll find:

• Ready-to-share brochures for DAF users and prospects
• A charitable planning worksheet to guide client discussions
• Deadline reminders and talking points to create urgency
• Sample emails to spark engagement

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Complete this form to download the latest toolkit or continue scrolling to discover additional resources:

Interested in learning more? Keep scrolling to find links to other relevant resources for Giving Season. 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.

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