Charitable giving plays a vital role in many clients’ financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.
Join us for a webinar on Tuesday, April 8, 2025, from 12:00 to 1:00 pm Eastern, where we will explore how to integrate effective charitable giving strategies into financial planning while avoiding common pitfalls.
This session will cover:
- Matching financial instruments—such as donor-advised funds, charitable remainder trusts, and private foundations—with client goals
- Identifying and addressing potential risks in gift planning
- Ensuring charitable contributions create meaningful, lasting benefits
Heather Zack, JD, LLM, MSFP, CAP, Director of High Net Worth at Commonwealth Financial Network, will provide expert insights on how to guide clients in making tax-efficient gifts that align with both their financial and philanthropic goals.
Register today to gain the tools and strategies needed to enhance your charitable planning approach and help clients create a lasting legacy.
