Donating to charity may be on the minds of wealthy clients as they think about leaving legacies. But, they may not know where to start.
There are many ways to give. Charitable donations don’t have to be monetary; if your client is a collector, donating items to a museum or gallery may be a good way to become involved in philanthropy while saving tax. There are also ways to donate land and life insurance.
Show them you’re thinking about their charitable giving options with these articles from AdvisorToClient:
And you can print these articles to pass along to clients, or share them using the site’s email button.