Charitable giving strategies to boost tax efficiency for your clients
Charitable giving is often treated as a last-minute, year-end conversation—but what if you could help your clients be more tax efficient by planning ahead?
Join Stuart Ritter, CFP®, Insights Director, and Roger Young, CFP®, Thought Leadership Director, as they dive into the topic of charitable giving. Their discussion provides practical insights on how financial professionals can proactively guide clients through the full spectrum of charitable planning strategies—from leveraging the power of bunching deductions and donor-advised funds, to optimizing the use of appreciated securities and qualified charitable distributions (QCDs). You’ll also hear the latest on tax law changes, including new deduction limits and opportunities for clients who don’t itemize.
Whether your clients are looking to leave a lasting legacy, reduce concentrated positions, or simply give back in a more tax-efficient way, you’ll be equipped with the tools and talking points to make charitable planning a key part of your year-round client engagement strategy.
Tax Efficiency 365
Educate clients on tax-efficient investment planning strategies to use throughout the year—and for every stage of life.
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This material is provided for general and educational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types. It is not individualized to the needs of any specific investor and is not intended to suggest that any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. T. Rowe Price Investment Services, Inc., its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this material is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or tax professional regarding any legal or tax issues raised in this material.
Risk Considerations: Past performance is not a guarantee or a reliable indicator of future results. All investments are subject to market risk, including the possible loss of principal. A tax-efficient approach to investing could cause a fund to underperform similar funds that do not make tax efficiency a primary focus.
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