Many clients consider their charitable giving to be a year-end activity, but there are good reasons to plan clients' charitable giving at the beginning of the year -- even if clients choose to actually write the checks during the December holidays.
Ronsey Chawla, a financial advisor at Per Stirling Capital Management in Austin, typically asks clients about their charitable intentions in January. The way he sees it, "The longer the runway to help answer the clients' questions, the greater the number of options available."
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access