Make smart giving part of your plan for investor success

Welcome to the Franklin Charitable Giving Program Tool Kit

Most investors understand that they can gain tax benefits through charitable giving, but few realize how strategic giving can support their long-term financial objectives. The Franklin Charitable Giving Program Toolkit will help you connect your customers to smart approaches to giving…and increase your value to them.

Toolkit Features
  • Descriptions of giving options that increase charitable impact.
  • Comparisons of giving approaches.
  • Tips on introducing strategic-giving vehicles to clients.
  • Donor stories that illustrate how impact investing helps investors reach financial goals.
  • A guide to the DFX strategic-giving technology platform.
Access our Toolkit
Answers to your strategic-giving questions are just a click away. Fill out the form below to access the Franklin Templeton Impact Investing Toolkit.
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