"No advisor wants to be in a position to tell their client to go online and give their credit card information to the cause of their choice - and enjoy the New Year's Eve party in the same sentence."
Hopefully by now, you've started discussing those year-end charitable gifts with your client. If you haven't,
we encourage you to start as soon as possible
to help your clients avoid last-minute mistakes, poor giving choices, resentment or regret. Learn how we can help you help your clients give back while saving on taxes at