Dear {Advisor Name Here},

It’s hard to believe it, but the holiday season is nearly upon us! To help you show your appreciation for your clients, here are a few “gift” ideas to consider.

Give your clients a way to make a bigger impact.

If your clients have highly appreciated stocks, suggest giving these stocks to charity before making any cash charitable donations. Your clients can avoid capital gains and get a deduction for the fair market value.

Give your clients a tax-smart giving strategy.

Clients age 70.5 or older can avoid paying taxes on distributions from their IRAs by establishing a scholarship or designated fund, or by giving to Foundation funds that align with issues your clients care about most.

Give your clients a flexible giving tool.

As tax law changes loom on the horizon, recommend opening a donor-advised fund with the Foundation. Your clients can take a tax deduction this year and make grants to charities over the years to come.

This video explains how donor-advised funds work.

Give your clients a lasting legacy.

We offer convenient and flexible planned giving options that enable your clients can take care of their loved ones — and create the legacy they want.

Watch to learn more about planned giving through the Foundation.

Give your clients the same level of care you provide.

Take advantage of our decades of experience advising donors. We add our expertise to yours to create tailored strategies that provide maximum tax benefits and maximum impact in our region.

Contact our staff by calling 412-394-2653 or email us today.