There are many ways for charitably-inclined clients -- even those who are cash-strapped -- to donate to causes that are important to them. Sometimes, advisors can be most helpful simply by knowing the different options.
Some of those options are obvious. Volunteers are an important resource for many not-for-profits, says Claudia Mott, a planner at Epona Financial Solutions in Basking Ridge, N.J. These organizations are often in need of people to help serve meals, sort donations or stuff envelopes.
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