Philanthropic Planning and the Client Review

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

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