Making Philanthropy a Family Affair
Often we hear advisors and families alike remark about how challenging it can be to start a conversation around giving. In reality, studies show that individuals want their advisors to discuss charitable giving. While charitable giving is a different conversation for advisors, Renaissance has developed some trigger questions to help you get the conversation started. Advisors play a critical role in starting these conversations and introducing solutions like Donor-Advised Funds (DAF) to charitable families. A DAF is the perfect tool for a family to support a tradition of giving and for an advisor to employ tax-smart strategies to enable the family to give more over time. Read More »Making Philanthropy a Family Affair