With 95% to 98% of wealthy Americans already donating to non-profit organizations, the charitable planning conversation should be a natural part of the discussion with clients when talking about the current and long-term goals of their wealth. When you explain that this will help you give them the best possible investment and financial planning advice, clients will welcome the opportunity to share their charitable plans and thoughts with you.
And the 75-year-old grandparents with two children and four grandchildren aren't the only clients who are active donors. Many other groups including women, never-married adults, and childless couples or individuals have become more involved in charitable planning.
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