Thomas Joseph Buetler’s Post

As the CEO of United Charitable, I’ve seen firsthand how philanthropy has the power to create lasting impacts—not just in our communities but also in the relationships we build. April Rudin’s recent Forbes article, "The Gift That Keeps On Giving: How Philanthropy Can Strengthen Client Relationships," highlights a key truth we live by at United Charitable: meaningful charitable planning fosters connection, trust, and purpose. Key Takeaways: - Engaging clients in conversations about their charitable goals deepens trust. - Tailored philanthropic strategies align with personal values and create lasting impact. - Supporting clients in their philanthropic journey builds loyalty and strengthens relationships. At United Charitable, we’re proud to help donors and financial advisors turn generosity into action. Whether it’s guiding donor-advised funds or creating personalized giving solutions, we’re here to make philanthropy a tool for connection and change. Let’s start the conversation: How can we integrate philanthropy into your strategy to deepen impact and foster relationships? #Philanthropy #ClientRelationships #DonorAdvisedFunds #PurposeDrivenLeadership #UnitedCharitable https://lnkd.in/eVUFAxan

The Season of Giving: More Than Just Charity As the year winds down, I’ve been reflecting on the impact we leave behind.... not just in our work but in our communities. This time of year, so many of us look for ways to give back and support causes that matter, but here’s something surprising: only 23% of people talk to their financial advisors about charitable giving. That’s a missed opportunity to align our money with our values in a way that creates lasting change. April Rudin’s recent article really drove this home for me. Giving isn’t just about tax benefits... it’s about building trust, strengthening relationships, and leaving a legacy that lasts for generations. At Givinga, I’ve seen the difference it makes when organizations and individuals take a thoughtful approach to philanthropy. Whether it’s a matching program, an employee relief fund, or simply creating space for people to give with purpose, the impact is incredible. So, here’s my thought as we head into the giving season: How are we creating opportunities for meaningful giving in our lives and in our work? Let’s inspire each other to make generosity not just a seasonal activity, but a year-round mindset. https://lnkd.in/dig9Nb4x #GivingSeason #Philanthropy #MakeAnImpact

Why is philanthropy an important conversation that professional advisors should have with clients? In a nutshell, clients want it. Giving or philanthropy is an important aspect of wealth management and advisors don't need to be experts in the subject to simply bring up the topic of philanthropy as a conversation prompt to explore hopes and dreams and to deepen client relationships. The good news is that community foundations can be a trusted partner for professional advisors, helping their clients explore philanthropy and stepping onto a pathway of more transformative forms of giving. https://lnkd.in/giGwEQ3T #communityfoundations #philanthropy #informedgiving

Philanthropic planning may be wealth managers' key to retaining Next Gen clients and assets. I recently sat down with William Hortz of Institute for Innovation Development to discuss the Great Wealth Transfer’s $18 trillion charitable opportunity and how wealth managers can engage Next Gen clients via philanthropy. Check out the interview here: https://lnkd.in/giye6QVh #philanthropy #wealthmanagement #wealthtransfer Financial Advisor Magazine Cor Hoekstra Lynda Lee Jeffrey Grossman Blake Rohde Katie Gervase Rob Pettman Alex Paul TIFINTIFIN Give

Check out CEO Paul Lussow's interview with William Hortz in Financial Advisor Magazine as they explore how wealth managers can leverage philanthropy to engage and retain Next Gen clients. #wealthmanagement #philanthropy #nextgen

Great insights from Paul Lussow on the importance of philanthropic planning and the opportunity it presents to advisors who are engaging in it. Take a look!

🎯 "Philanthropy's market is booming, with £18 billion donated in 2023", according to the Charities Aid Foundation (CAF) Giving Report. 👀 However, advisers lack guidance on discussing philanthropy with clients, despite its increasing importance. ✨️ Wealth managers must adapt to clients' evolving philanthropic interests to provide comprehensive financial advice. 🔆 Here are some of CAF 200 advisers' survey results: 1️⃣ one in five respondents had ‘no idea’ how to talk to clients about #philanthropy 2️⃣ 53 per cent never discussed philanthropy in any context and around 3️⃣ 70 percent did not bring up philanthropy during the fact-finding and on-boarding process. ⚠️ Don't miss this insightful information! #engagement #communications #nonprofitleadership

Advisors – do you want to provide your clients with more effective and impactful wealth management? 💡 Tip: Discuss the emotional and rational aspects of charitable giving. Here’s how >> https://hubs.li/Q02HxHQJ0 #philanthropy #wealthmanagement #advisors

Navigating conversations around philanthropy can be challenging for wealth managers, but I'm interested in hearing how discussions can be approached thoughtfully to help clients make a meaningful impact. Wealth managers have a unique opportunity to support clients in making philanthropic decisions, but it takes more than a simple "Are you interested in philanthropy?" to make real progress. Recent insights published in the FT Adviser highlight the importance of effective dialogue around philanthropic goals, as this fosters trust and aligns clients' financial strategies with their values and aspirations. In my experience, an individual may have a strong desire to make an impact with their wealth but are unsure of the direction it may take or the routes available to them. For example, including the subject of philanthropy in an initial fact-find provides a brilliant opportunity to get to know a client better and help develop a relationship. It provides multiple touchpoints for clients as charitable giving can be done in so many ways throughout one’s lifetime. By approaching philanthropy in a more personalised way, wealth managers can help clients make meaningful impacts that resonate with them, rather than adopting a one-size-fits-all approach that feels disconnected from the individual. #WealthManagement #Philanthropy #ClientEngagement #FinancialAdvisory

Thanksgiving is the perfect time to reflect on gratitude and how we can give back. 💙 Charitable giving is more than just a financial decision—it’s a deeply personal way to create impact and align values with actions. In my latest article on the Nerd’s Eye View, I explore how advisors can guide clients in meaningful conversations about philanthropy, offering practical scripts and strategies to incorporate charitable giving into their financial plans. If you're looking to elevate your client discussions or simply be inspired this season, check it out: https://lnkd.in/eePwXAhu #Thanksgiving #Gratitude #CharitableGiving #FinancialPlanning #AdvisorTips #Philanthropy