Over the next 10 years, advisors will help their clients facilitate the largest wealth transfer in the history of our nation's history and charitable planning will become an increasingly larger and more important part of that service.
But it's often the least appreciated - and utilized - tool in most advisors' toolkits.
All parties involved with a planned benefit gift come out on the winning side, so no one should be judgmental or ashamed, according to author and advisor coach Matthew Halloran.
In fact, it can be a great and honorable way to build your business.
Here are the seven people or entities that benefit the most from charitable planning.Source: Matt Halloran, MS, Director of National Development for GIVE Strategy.