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Advice for Advisors

Americans donated $358.38 billion to charity in 2014, according to Giving USA. That year, nearly all high net worth individuals — 98.4 percent — reported that they had made a contribution to a charity and nearly 85 percent of them said they plan to give as much or more over the next three years.

They give because they are passionate about a cause, they have a strong desire to give back and they want to have a positive impact on society and the world.

While it’s clear that supporting the causes they care about is very important to them, many high net worth individuals say they would like to have more conversations about their plans for giving with their advisors. And what matters most to them is having meaningful discussions about their values — early in their relationship with their advisors — not just the tax advantages that are associated with giving.

Why partner with us?

The Charlotte Community Foundation works with local nonprofits focused on a wide variety of causes that can help your clients ensure that their charitable wishes are carried out as they intend. We can help give you the tools and information you need to talk about charitable giving with your clients.

And as a community foundation, we also have the unique ability to accept complex gifts of tangible, intangible and real property and can work with you to make sure your clients meet their charitable goals.

 

 

Sources: “Giving USA 2015: The Annual Report on Philanthropy for the Year 2014” and “U.S. Trust Study of the Philanthropic Conversation.”

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