The Top Charitable Planning Strategies with
Donor Advised Funds
While the end of the year is fast approaching, it is not too late to have those critical charitable conversations that can reduce your clients' 2017 tax bite and improve your bottom line. The end of the year can be a popular time for charitable giving, with the holiday season inspiring a philanthropic mood and investors having a better view of their annual balance sheets.
Learn how the use of donor advised funds as a way to accomplish charitable giving is becoming increasingly popular and how this tool can be leveraged to better aid your clients and their planning during the holidays and long after.
Takeaways of this session include: