Charitable Giving Techniques
Charitable Giving Techniques
It's not just for the holidays! Charitable giving is something that many work into their monthly cash flow. Nonprofits appreciate a gift at any point during the year - not simply during their capital campaigns or year-end giving campaigns. As financial advisors and planners, we often see charitable giving play a role in both client discussions and in the initial stages of setting up a financial plan with an individual or a couple.