The Crawford Heritage Community Foundation helps you serve your charitable clients.
Summer is in full swing! We’ve heard from many advisors that you’re taking advantage of this season’s change of pace by planning ahead for the fall, when many clients decide to move forward with updates to their estate and financial plans. With that in mind, we’re sharing tips and trends that can help pave the way for those conversations.
- Bringing up charitable giving during client meetings can be tough. With limited time and so many priorities to cover, it often falls to the side. A case study can be a helpful tool to introduce the topic, especially when it clearly shows how tax benefits and charitable giving work together. The community foundation is happy to provide sample scenarios to help start the conversation.
- In your role as a trusted advisor, you’re helping clients shape their future. Whether they’re planning for retirement, providing for loved ones, transferring wealth, or supporting causes they care about, charitable giving often plays a part. Knowing what clients may be considering can help you guide them through how giving fits into their bigger financial picture.
- Tax policy continues to evolve. As always, we’re keeping an eye on legislation that affects charitable planning. We’ll keep you updated on changes that could impact the strategies you recommend to clients.
As always, please consider us to be your first call whenever the topic of charitable giving arises in your client discussions. We’re committed to helping your clients make a difference in the community we all love. Thank you for your partnership!
You can reach out to our executive director, Christian Maher, if you ever want to speak about how the community foundation can assist your clients. We have worked with numerous advisors to help generous people to plan millions of dollars in charitable gifts. Integrity is a paramount value in our work. We maintain your client’s trust by keeping our discussions and their plans confidential!
Christian Maher, Executive Director
executive@crawfordheritage.org
814-336-5206