Gift Planning Case Studies
Clients are increasingly viewing their personal wealth not only as a means to live well, but also as a way to create a meaningful legacy for future generations. BenefAction Foundation provides a simple and effective way to help you help your clients to realize these dreams while maintaining the integrity of their investment, estate and tax planning strategies.
Talking to clients about charitable giving
Tools for client discussions
Check out what’s new at Advisors Corner
Earn CE credits: Investment Strategies in Charitable Giving
Gift Planning Matrix