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Planning Ahead for the Fall
As summer winds down, many of you are using this seasonal shift to get ahead of the fall rush, when clients often prioritize updates to their estate and financial plans. With this in mind, we’re sharing a few practical tips to help you seamlessly integrate charitable planning into your upcoming client meetings:
- Use case studies to simplify charitable conversations. We know your meeting agendas are packed. Introducing charitable giving can feel like one more item to fit in. Walking clients through a real-life case study can help illustrate how charitable strategies can align with their goals while providing tax benefits, making the discussion more tangible and actionable.
- Understand what’s on your clients’ minds. Your clients are looking to balance goals around retirement, caring for family, and transferring wealth with their desire to support the community. Having a sense of what they may be considering regarding charitable giving can help you address the philanthropic component of their estate and financial plans with confidence and efficiency.
- Stay informed on tax developments. Tax legislation impacting charitable planning continues to evolve. At HCF, we track these changes closely and will keep you informed about laws that may affect the strategies you recommend, so you can guide clients with the most current insights in mind.
As always, consider HCF your first call whenever charitable giving arises in your client discussions; contact Jen-L W. Lyman, Senior Director of Gift Planning and Advisor Relations, at (808) 566-5596 or jlyman@hcf-hawaii.org. We are here to help you support your clients in making a difference in the community.
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