{"id":103490,"date":"2022-11-07t12:00:43","date_gmt":"2022-11-07t17:00:43","guid":{"rendered":"\/\/www.g005e.com\/?p=103490"},"modified":"2024-08-07t23:10:18","modified_gmt":"2024-08-08t03:10:18","slug":"maximize-your-clients-charitable-giving","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/11\/07\/maximize-your-clients-charitable-giving\/","title":{"rendered":"maximize your client\u2019s charitable giving"},"content":{"rendered":"

\"woman<\/a>it\u2019s not all about tax implications.<\/strong><\/p>\n

by anthony glomski<\/i><\/p>\n

a growing number of successful people like your clients want to have a major positive impact in their communities and on the world at large. facilitating and increasing the effectiveness of charitable intent is very important to a burgeoning segment of high-net-worth investors.<\/p>\n

more: <\/b>plan for your client to exit their business<\/a> | is your client\u2019s umbrella big enough?<\/a> | your client\u2019s instincts are wrong<\/a> | preserving wealth is a different mindset<\/a>
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this area of advanced planning is all about helping your client fulfill their philanthropic goals \u2013 and maximizing the effectiveness of any charitable intent they may have. it\u2019s very important to learn and use strategies that enable your client to give larger amounts than they would have been able to give otherwise. the actions involved in a charitable giving strategy include evaluating your client\u2019s charitable options and determining how those options fit in with their other goals, such as retirement income needs and wealth transfer goals. various trusts, funds, foundations and gifting methods \u2013 including private foundations, donor-advised funds, charitable remainder trusts and charitable lead trusts \u2013 are routinely used to ensure one\u2019s giving has the maximum positive impact.
\n read more →<\/a><\/p>\n