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Charitable Giving Strategies

Here’s an excellent way for tax advisors, fund-raisers, trust officers, financial advisors and nonprofit executives to show clients and donors how they can benefit from contributing to charities. This guide looks at the many issues involved in developing a charitable giving plan that meets the reader’s financial and philanthropic objectives. It’s a proven tool for building relationships with high net worth individuals.

Alumni organizations, cultural institutions and other nonprofits will find this guide especially helpful as a fund-raising and donor relations tool, or a way of thanking donors and members for their support.

Representative topics

  • When to make contributions
  • AGI limits on deductions
  • Direct gifts and bequests
  • Private foundations
  • Substantiation and disclosure rules
  • Tax impacts of different donations
  • Charitable trusts and gift annuities
  • Asset valuation

To order this guide — available in print or PDF electronic format — or for more information, contact us or call 800.227.0498.

See the following newsletter marketing programs for additional ways to promote your tax and financial planning services:

 
Insight on Estate Planning
Planning for Prosperity
Tax Impact
The Estate Planner
Wealth Management Advisor
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