Audience actionability

Recent surveys reveal that most financial advisors know little to nothing about the diverse ways charitable contributions can bolster their clients’ long-range financial plans while advancing their legacy.

When investors are guided to express their values via philanthropic giving, everyone benefits — the nonprofit causes they wish to support, the members of their families who participate, the health of their tax situation, and the advisors themselves who deepen and expand their relationships with clients.

These fact sheets were written to inform financial advisors, wealth managers and other advisors of the strategic power and the tactical options of using philanthropy as a tax and estate planning tool.

The Chicago Community Trust is a community foundation — a public charity — that directs client assets to the causes they wish to support, all while reinforcing the expression of their closely held family values.