Advisor Resource Center

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

What charitable clients seek in their advisors
Top 10 reasons for discussing philanthropy
Helping clients create a giving plan

Philanthropy – An inspired process

Gift Planning Case Studies

Gifts of Securities
Donating Flow Through Shares
Donating Optioned Stock
Entrepreneurs and the Capital Dividend Account
Case Study: Disinherit the taxman – a 50/50 strategy

Tools for client discussions

Checklist for Advisors (PDF)
Calculate your lifetime giving (PDF)
Simple Giving Plan Template

Other Resources

Check out what’s new at Advisors Corner
Earn CE credits: Investment Strategies in Charitable Giving
Gift Planning Matrix