Advisor Planned Giving Brochures

Most advisors and attorneys do not understand how planned gifts work. That is, the people counseling your donors on how to manage their assets are missing out on an opportunity to weave estate planning into charitable giving. [Our research] [US Trust research on advisors and planned giving]

It’s not a criticism, just a fact. Why? Charitable planning is a small component of the training a commercial advisor receives. Therefore, unless one takes the initiative to seek further education, charitable planned gifts are simply not in their tool bucket.

Well, since financial, estate and charitable planning all go hand-in-hand, it’s time to put planned giving in the tool bucket.