Advisor to Client

Financial Planning

Planner: Charitable giving options

Here are some ways to help clients connect the dots about different approaches to charitable giving.

November 25, 2014

3 min read

Financial Planning

Presentation: Donor-advised funds

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Donor Advised Funds. The presentation is in a Word file to simplify customization of our content to your clients’ needs (there is no PowerPoint).

November 25, 2014

3 min read

Financial Planning

Presentation: Charitable foundations

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Charitable Foundations. The presentation is in a Word file to make it simpler to customize the content to your client’s needs (there is no PowerPoint).

November 25, 2014

2 min read

Investing