Giving is much more than tax planning…

Generosity is from the heart and must be mission-aligned. It is prudent to help your clients look for strategic ways to give through appreciated investments, qualified charitable distributions, donor-advised funds, and charitable remainder trusts, but that’s not enough. Mission alignment with charities will give your clients a greater sense of joy. To help, we have created the Mission Alignment Checklist for charitable giving.

We hope you and your clients find this checklist useful and we invite you to visit our Trending Now page to download the full workbook!