Andy Ragone, CGPP, MDiv’s Post

If charitable giving is part of your client’s estate plan, have a conversation about donor-advised funds and Greater Horizons. Many donors choose to involve their kids and grandkids in their giving by naming successor advisors to their fund - creating philanthropists of the next generation while allowing you to create relationships with your clients and their heirs. Learn more about how we work with attorneys: https://lnkd.in/g-CBDmyU

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Professional Advisors: Every year, the Giving USA study reports the status of charitable giving in America. 💡 Adjusted for inflation, 2023 saw a decrease, making it harder for San Diego charities to meet community needs. This is relevant to your clients because, for many of them, philanthropy is an important part of their financial plans and family traditions. Jason Rogers, AIF®, CWS®, Director of Wealth Advisor Relations at SDF shares insights to help with your conversations about charitable giving. Read his latest insights: https://bit.ly/3WeMQRZ #CharitableGiving #AdvisorInsights #Philanthropy

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

Thanksgiving is a time for gratitude—and giving back. Donor-advised funds provide a powerful way for families to make impactful charitable contributions together. This week we've already seen dozens of grants made by our clients, and I expect to see even more over the next few days. Around the Thanksgiving table, families can reflect on shared values, discuss priorities, and decide where to direct their generosity. Many of our clients want to instill generosity as a family value, so these conversations are invaluable. Donor-advised Funds create a framework for intentional giving, making it easy to involve every generation in discussions about the causes they care about. It’s a chance to teach children and grandchildren the importance of philanthropy while aligning on a shared vision for impact.

Parents who are considering ways to engage in charitable giving may wonder how they can involve their children in this endeavor. This paper outlines a step-by-step facilitated communication process.

🎗️ With so many charitable giving strategies out there—from donor-advised funds to legacy gifts—donors are feeling overwhelmed by the choices. They’re looking for guidance they can trust to make a lasting impact. Advisors play an important role in showing clients what is possible by providing financial planning resources, empowering donors to give confidently. Let's discuss your charitable giving goals. https://lnkd.in/gfwDi4Kw #CharitableGiving #Philanthropy #TrustedGuidance