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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.

An advisor talking to her clients
Learn how to have the conversation
A stairwell
Take advantage of appreciated securities
Tax documents
Accelerate your clients' giving
A key in the door
Incorporate charitable planning
A family
Reach the next generation
Tower of rocks
Investigate DAFs and
private foundations

Looking for additional client resources?

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