Chris Green’s Post

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Big Gifts, Bullish Portfolios, and Kids Who Move Away Clients who gave large year-end gifts, families whose grown children are spread out geographically, and clients whose portfolios jumped in value are examples of types of clients who may benefit from proactive charitable planning. Take a few minutes this month to scan your client list for three common scenarios and related opportunities for charitable giving solutions. Read more: https://bit.ly/48kmQJE

Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #DAFDigest #Philanthropy

Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy

Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy