Your clients feel lucky that they’ve been able to work, save, and invest.
Now they feel it’s time to help those who aren’t as fortunate. But there’s more than one way to give to charity, and your clients may not realize that some options bring more tax advantages.
You can help them help others by using resources on AdvisorToClient.
We’ve brought together these client-friendly versions of articles you’ve seen on Advisor.ca to help guide the conversation about charity with your clients:
AdvisorToClient is a new part of Advisor.ca designed to make sharing our content with your clients easy. The site’s chock full of Action Steps, Conversation Starters and other tools help energize your client relationships.
They’re easy to share, just use the email tool in the upper right on each article page, or share them using LinkedIn, Twitter, or Facebook. Don’t worry, the versions you send clients won’t link back to AdvisorToClient or Advisor.ca.
Your clients want to give to causes that are important to them. These articles will help them decide how.
Plus, there are many more helpful resources to explore elsewhere on AdvisorToClient.