January 11, 2011   Giving

Charitable Planning and Business Development

By Roger D. Silk, Ph.D., CFA
You know that many clients and potential clients do not have optimal estate plans in place. Indeed, in the recent climate, the very concept of optimal estate planning has become muddled.   However, most clients and potential clients also lack op­timal charitable planning. This lack of optimal charitable planning creates an opportunity for planners to use chari­table planning as a business development tool.   Clients and potential clients usually have either too much or too little charitable planning.   Too Much Charitable Planning How can a client have too much charitable planning? By having previously committed to charitable endeavors that he no longer needs or desires. The most common example of this occurs when a client has a charitable remainder trust (CRT), and...
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