Advisors should consider donor-advised funds for all types, not just the wealthiest who tend to give larger amounts. The median Fidelity Giving account balance in 2017 was $19,157 and 57 percent of accounts had under $25,000.

The recent tax reform should cause clients to consider grouping multiple years of deductions into a single year in order to meet the standard deduction. If they aren’t pausing, an advisor should discuss this strategy with them.

Clients should begin planning before a windfall. For example, a client planning to make a donation and anticipating selling their shares in a private company should think about donating shares before the sale.

Any time an advisor is rebalancing a portfolio, they should consider tax ramifications–including the opportunity for strategic philanthropy.

Generations within families often share enthusiasm for the same charitable causes. If they haven’t already, advisors should share these philanthropic strategies with clients heading into what one Fidelity Charitable referred to as the “giving season.”