Unlocking the power of philanthropy for your clients
The RIA Philanthropy Playbook is your go-to guide for integrating strategic charitable giving into your client conversations.
Inside, you’ll find:
- Proven strategies for discussing philanthropy with clients and identifying giving opportunities.
- Practical tools for managing complex assets like business interests, real estate, and alternatives.
- Expert insights on maximizing tax efficiency and long-term impact using donor-advised funds (DAFs) and other giving vehicles.
