Welcome to The Giving Edge, a newsletter from Charityvest to help you engage your clients in purposeful giving.

Client needs around giving often include questions like: 

• How can I donate complex assets, such as real estate or private stock?

• Where should I donate to maximize my impact?

• How can I make tax-deductible gifts to international organizations?

Through recent improvements to Charityvest for Advisors, we aim to equip you to address these questions with confidence.

Donate complex assets

For specialized client donations, including private / pre-IPO stock, real estate, life insurance, and more, Charityvest for Advisors partners with complex gift acceptance firm, Charitable Solutions LLC. Now, it is simpler than ever to get connected with Charitable Solutions:

1. As early as practical, request an introduction via your client’s profile in your advisor account.

2. Receive a free consultation on gift process, timing, and fees from Charitable Solutions.

3. Charitable Solutions receives and liquidates the donation, transferring proceeds to the client's account, along with gift acknowledgment to substantiate the donation for tax purposes.

Partner with philanthropic advisors

Philanthropic advisory helps clients maximize their charitable impact through guidance on identifying preferred causes, evaluating nonprofits, and planning donations. They are not involved in financial planning, nor can they offer investment advice.

Now, you can express interest in philanthropic advisory services on behalf of your client from one of our vetted partners.

Grant internationally

If your client wishes to support a charity that operates outside of the U.S., Charityvest for Advisors has partnered with TrustBridge Global. Now, it is simpler than ever to get connected with TrustBridge Global:

1. Recommend your client's international charity to the TrustBridge Global network, if the charity is not one of the 800+ organizations already vetted by TrustBridge.

2. TrustBridge Global performs due diligence to make your client's charity eligible and able to receive your client's gift while preserving tax deductibility.

3. Invite your client to make a grant from their giving account to TrustBridge Global. Once received, TrustBridge will deliver the funds to the charity.

For further reading

• Facilitating client generosity: key considerations for financial advisors navigating philanthropy as a practice

• The National Center for Family Philanthropy: Overcoming Psychological Barriers to Giving (p.35-46)

• Wealth Management Mid-Year Outlook: Positioning Yourself for Growth and Philanthropic Success with Families

We are proud to serve your firm by powering your custom giving program. Together, we can invite clients into a richer philanthropic life.

If you have any questions or comments, simply reply to this message and we'll be eager to help.

With gratitude,
Team Charityvest