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As a professional advisor, you are in a unique position to not only guide your clients through a critical financial needs assessment but also help them achieve their charitable goals.
If you’re not discussing charitable giving with your clients, you may be missing an opportunity to add value to the services you already provide.
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Doing Well by Doing Good...The Legal and Financial Advisor's Role [PDF]
The Philanthropic Initiative
Report discusses how professional advisors can serve their clients better by “asking the philanthropic question” more effectively, based on surveys and interviews with 500+ members of the field.
So You Want to Give [PDF]
Southeastern Council of Foundations
This excerpt briefly describes giving vehicles, including private, public, and community foundations; corporate foundations and giving programs; federated funds; giving circles; and more.
Starting a Foundation: Advantages and Disadvantages [PDF]
Hurwit & Associates
Pros and cons of starting a private foundation, from Hurwit & Associates, a law firm that serves nonprofit, philanthropic, and exempt organizations.
Facing Important Legal Issues [PDF]
National Center for Family Philanthropy
Starting a family foundation involves many legal issues, including: Defining your foundation's charitable purposes; obtaining tax-exempt status; choosing assets that will fund the foundation; and staying out of trouble.
The Ten Most Important Charitable Planning Tips for 2008 [PDF]
Grand Rapids Community Foundation
An indispensable research and planning guide for those involved with planned giving, The Top Ten Most Important Charitable Planning Tips For 2008, by Kathryn Miree & Associates, is provided compliments of the Grand Rapids Community Foundation and Fifth Third Bank. Topics include: The Current Climate for Planning; Recent Charitable Planning Developments; Ten Top Charitable Planning Ideas for the Current Environment; Talking to Clients About Charitable Planning. It should be noted many of the planning tips will be useful beyond 2008.
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The Philanthropic Initiative (TPI)
TPI, a nonprofit philanthropic consulting firm, provides many web-based resources designed to help legal and financial advisors engage and support their clients around charitable giving.
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