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.
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