Generational Shifts: Fulfilling Clients’ Charitable Wishes
Apr 16, 2025
A historic $124 trillion wealth transfer is underway, with $18 trillion expected to flow to philanthropy. As an advisor, you have a key opportunity to guide clients in structuring tax-efficient charitable gifts that align with their financial and estate plans as well as their charitable goals. From closing the knowledge gap on giving options to implementing advanced strategies for complex assets, the Community Foundation is here to help. Learn how you can support your clients’ philanthropic goals while strengthening your advisory relationships.