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CHARITABLE PLANNING

Get Simple Tips for Starting Charitable ConversationsGet Simple Tips for Starting Charitable Conversations

Topics and resources to help guide your clients’ charitable giving.

January 27, 2025

1 Min Read
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Advisor tips for charitable planning conversations

Did you know that 85% of affluent households gave an average of $35,000 to charity in 2022?* This highlights the opportunity to integrate charitable planning to your wealth management strategies. This guide offers simple ways to start meaningful charitable planning conversations with your clients, and related resources to take the discussions further.

Topics include:

  • New client meeting

  • Tax planning

  • Appreciated securities

  • Post-IPO shares

  • Business ownership – planning sale

  • Inheritance

  • Retirement goals

  • Retirement planning

  • Estate planning

  • Family legacy

  • Relationship building

  • Making a bigger impact

*Source: The 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households

DAFgiving360™ is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.

DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

©2025 Donor Advised Charitable Giving, Inc. All rights reserved. (0125-FC52)

Download this guide to learn how to get the conversation started.

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