How to help your client who wants to support their favorite charity
Here are 7 strategies for donating to charities without tying up assets that might need to be used later.
By Bryce Sanders|September 24, 2018 at 03:33 PM
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As clients get older, they often become more popular. They are collecting retirement income from a few sources. Their children left the nest years ago, and their expenses may have gone down. They get involved with a local charity, support the mission and want to do even more. The charity is thrilled. Where can you come into the picture?
Charities primarily look for deep-pocketed donors. Your client has assets. Sometimes the rationale is simple: “You have money. We need money. Therefore, you should give your money to us.”
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