Clients are often more receptive to a philanthropic plan than to a financial plan
Helping your clients make the right choices can deepen relationships
Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility
HNW clients and advisors think differently about what’s important
Mississauga, Ont. teen honoured for volunteer work with Peel Multicultural Council
Foundations and donor-advised funds can offer advantages over direct charitable donations
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your advice about major charitable giving, and explains how to achieve clients’ goals. He spoke with Rudy Mezzetta, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Understand your clients’ goals and consider the tax implications when discussing charitable giving
Recognize the life events that can trigger a client’s desire to make a charitable donation
Vehicles such as donor-advised funds can help clients give to small organizations over a period of time