It’s time to empower your clients’ philanthropy journey. Private client advisors continue to engage their clients in strategic philanthropy by using NPT UK donor-advised funds as a convenient, tax-efficient option for charitable planning. Learn more here: https://bit.ly/37N95Ge #Philanthropy #Advisors #DAFs #DonorAdvisedFunds
National Philanthropic Trust UK (NPT UK)’s Post
More Relevant Posts
-
Professional Advisors and Charitable Planning: A Springboard for Starting Philanthropic Conversations Incorporating charitable planning into their financial discussions with clients can pave the way for more meaningful and impactful conversations. Our latest blog highlights best practices and the importance of addressing philanthropy in every planning discussion. Dive into the insights and learn how to make philanthropy a core part of your client's financial strategy. Read the full blog here: https://lnkd.in/gB5zAkr8 #Philanthropy #CharitablePlanning #CFSEM #FinancialPlanning #GivingBack
Charitable planning: A springboard for starting conversations
cfsem.org
-
Did You Know? Trusts provide versatile options for philanthropy and charitable giving! Discover how Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs) can help you support causes you care about while enjoying tax benefits and generating income for yourself or your beneficiaries. It's a win-win! Ready to explore your options? Schedule a consultation today with Paths Law Firm and start making a difference in the world while securing your financial future. #Philanthropy #CharitableGiving #Trusts #TaxBenefits #FinancialPlanning #PathsLawFirm #Consultation
-
Incorporate charitable giving into your estate planning to support the community that has been your foundation. This goes beyond simply providing for your loved ones now; it's about leaving a meaningful impact even after you're gone. Let's engage in a discussion about how you can create a legacy through philanthropic contributions as part of your estate planning strategy. #estateplanning #givingback #trustattorneys
-
Owner & Creative Director at Night Sky Paperie | Experienced Product Manager Leading Innovation & Design
This digest, from NPT, is a great tool to get monthly insights on Donor Advised Funds
Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy
DAF Digest Sign-Up | NPTrust
https://www.nptrust.org
-
Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #DAFDigest #Philanthropy
DAF Digest Sign-Up | NPTrust
https://www.nptrust.org
-
#ProfessionalAdvisors: August is here, and the busy fall season is just around the corner! 🍂 As your clients look to update their charitable giving plans, our team is ready to support you. Now is the perfect time to consider how charitable giving can play an important role in estate and financial planning. Discover three ways SDF can help you better serve your clients: https://bit.ly/3SWBNvX #CharitableGiving #TaxStrategies #Philanthropy
-
Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Philanthropy #DonorAdvisedFunds #DAFs
DAF Digest Sign-Up | NPTrust
https://www.nptrust.org
-
Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy
DAF Digest Sign-Up | NPTrust
https://www.nptrust.org
-
Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy
DAF Digest Sign-Up | NPTrust
https://www.nptrust.org
-
Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy
DAF Digest Sign-Up | NPTrust
https://www.nptrust.org
