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Charitable Giving Trends: Leveraging Complex Assets to Maximize Impact for Your Clients

Jan 20, 2016 9:50am ‐ Jan 20, 2016 11:05am

Credits: None available.


Are you offering your clients the most favorable tax solutions? Don’t overlook their charitable giving. One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to help them identify the right assets to give and the right time to give them. While you have helped clients facilitate charitable contributions of cash or publicly traded securities, contributing complex assets can be an impactful strategy for your clients. Complex assets — such as private company, restricted stock, limited partnership interests and other seemingly illiquid assets — are often the most tax efficient asset to give and can help your clients effectively fund their charitable giving. This session will explore the key considerations and opportunities of this under-utilized client approach to charitable giving.



  • 0.00 - Tax

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