Giving Season 2026 Toolkit for Advisors

Year-End Giving: Spot the Opportunity. Start the Conversation.

Giving Season creates a natural opportunity to connect clients’ charitable goals with their broader financial plans. 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.

Use this toolkit to:

• Identify clients who may benefit from a charitable conversation
• Ask thoughtful questions about their giving goals
• Match clients with the right NPT resource
• Discuss timely charitable planning opportunities
• Help clients act before year-end deadlines

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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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