Donor-advised funds are the fastest-growing philanthropic vehicle in the US*, with accounts exceeding 1 million. Even as interest in charitable giving grows, a gap remains between the clients who seek the charitable and tax benefits of giving and the in-house capabilities of the financial advisors they trust.
With the advent of digital DAF solutions into the philanthropic space, it is easier – and more important than ever – for financial advisors to lead the charitable giving conversation.
In this webinar replay, TIFIN Give and Ronald Blue Trust share how advisors can:
- Help clients understand the strategic benefits and tax advantages of Donor Advised Funds versus other charitable vehicles, and include their families in the process.
- Learn how digital philanthropic planning can set your practice apart and drive greater prospect conversion and client retention.
- Empower client giving by bringing philanthropic planning into the center of the advising relationship.
To learn more about delivering no-minimum DAFs to your clients, schedule a demo.