Legacy Planning for the Win
Charitable Planning Network works across disciplines to create complex solutions to help your charitably-minded clients maximize their own Planned Giving. Even if your Ultra High Net Worth clients aren’t philanthropists, their financial portfolio may still benefit with the execution of a charitable giving plan. By leveraging the full benefit of our Network of Trusted Advisors, well versed in the nuances of their individual disciplines, you can help your clients secure a legacy that benefits them, their heirs and their favored charities.
Introduce your clients to ways to give without liquidating assets. There are strategies for that.
Clients often want to give to charity but hesitate to impact their heirs’ inheritance. Learn how they can have it all.
It’s a Win-Win-Win
Charities, the wealthy and their heirs all benefit from complex, strategic legacy planning.