Giving Season Activation Toolkit for Advisors

As the year draws to a close, your high-net-worth clients and their families are gearing up to support the causes they care about. By reaching out now, you can help them navigate their charitable giving in the most tax-advantaged way possible. 

Download the Giving Season Activation Toolkit for ideas and best practices for engaging with clients about donor-advised funds (DAFs) and their year-end giving plans. With this toolkit, you can:  

• Identify clients who would benefit from a philanthropic conversation.  
• Prepare for these conversations with insightful questions and prompts. 
• Communicate with clients and prospects using ready-to-send email templates and social media post. 
• Keep your clients engaged by sharing DAF and giving resources.