1. Advisor Quick Guide

How to use it: A quick-reference summary designed to help advisors understand the key talking points, benefits, and strategic value of using a DAF to manage concentrated stock positions. Ideal for internal prep before client meetings or calls.

2. Client Explainer

How to use it: A simple, client-facing PDF advisors can share via email or use as a leave-behind. This one-pager introduces the value of donating appreciated stock to a DAF in clear, accessible language—perfect for sparking curiosity before a deeper planning conversation.

3. Conversation Starter Script

How to use it: A short, print-friendly or mobile-friendly guide advisors can use during client meetings or review sessions. Packed with confident, client-tested phrasing and timing cues, this is especially helpful for newer advisors or those unfamiliar with charitable giving strategies.

4. Teaser Email Template (Advisor → Client)

How to use it: A copy-paste email that advisors can send to clients who may be holding appreciated assets. This version includes a clear year-end spin to spark interest in charitable giving strategies using a DAF—perfect for CRM or Outlook outreach.

5. Year-End Timing Visual (Slide Format)

How to use it: This clean, advisor-facing slide shows the ideal timeline for completing in-kind stock donations before year-end. Use it during client meetings, year-end planning reviews, or internal strategy sessions to reinforce urgency and guide next steps. Visualizes how timing affects tax impact and charitable flexibility.