Philanthropy

What a difference a year makes.

We have two choices when it comes to philanthropy, particularly now:  Do nothing, or do what we can.

The benefits of encouraging clients to make philanthropic donations.

AdvisersGiveBack.org wants to help volunteer advisors deliver personalized financial plans to individuals who arguably need it the most.

Key questions to discuss depending on where your clients are in their philanthropic journeys.

Three simple questions to begin a joyful process of discovery with your clients.

Christopher P. Woehrle examines whether accelerating the charitable good from a charitable lead trust makes sense in this era of unprecedented economic distress.

Help clients maximize the new deduction limit before some provisions expire at year-end.

But it will take a bilateral approach to finally ameliorate this critical societal need and philanthropic challenge.

No matter what the clients’ faith, here are three strategies financial advisors can use to coach clients through these decisions.