Are you having the charitable conversation with your client?
Clients are looking for philanthropic guidance—those who receive it from advisors are 40% more likely to be very satisfied with their advisors.¹ Register for ideas on how you can get the most out of the charitable conversation.
Does your client wish to donate complex assets to charity?
Complex assets, like hedge fund or private equity investments, insurance policies, and non-publicly traded stocks, can be tax-effective donations. But they can also be difficult and expensive to gift to charity. Register to learn about Vanguard Charitable’s skills and resources to manage the gifting of your clients’ complex assets.
How can you help your clients make their giving more impactful?
Partner with Vanguard Charitable to strengthen your offer and position yourself as a holistic advisor who addresses charitable giving within the context of your clients’ overall wealth management goals. Register for access to resources tailored to meet your needs.
Register as an Advisor Individual Donor Information
¹ State Street Global Advisors’ survey, “Money in Motion,” 2015
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