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Conversation Starters

6 ways charitable planning can help your clients, and how to talk to them about it

For Advisors

A donor-advised fund is ideal for many of your clients

Use these conversation starters to quickly identify untapped assets in your book that represent opportunities for clients to potentially minimize tax implications and maximize the impact of their charitable giving. In each scenario, we've provided tips to guide your client conversations.

Current year planning

Ask clients about their philanthropic goals and offer solutions to lessen their tax burden for the current year.

Learn how to have the conversation

Minimize capital gains

Help your clients achieve greater tax savings by donating long-term appreciated securities.

Take advantage of appreciated securities

Offset a high-income year

Help your client accelerate charitable contributions in a high-income year—when the tax deduction limitation for charitable contributions will be higher.

Accelerate your clients' giving

Keys hanging from door

Planning a business exit

Understand how charitable giving can be a key strategy for business owners to lessen their tax burden.

Incorporate charitable planning

Family walking together

Reaching the next generation

Easily connect with the next generation by helping your clients maximize their giving as a family.

Reach the next generation

Stacked rocks

Has a private foundation

Your clients can benefit from complementing a private foundation or collapsing it into a DAF.

Investigate DAFs and private foundations

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