Philanthropy/Giving
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Six Financial Best Practices for Year-End 2022
Created: November 11, 2022
Categories: Advisor Role/Value, Article, Economics, Estate Planning, Family Wealth, Financial Planning, Fixed Income, General Audience, Listicle, Philanthropy/Giving, Retirement Planning, Risk Management, Tax Planning, Wealth Management
Description: Share this piece with clients and prospects to offer six financial best practices for year-end 2022. This year's tips cover cash flow management, tax planning, healthcare coverage, and general financial planning in the context of 2022 events, including higher interest rates, inflation, and market volatility.
A Meaningful Message for Thanksgiving/Holidays (2022)
Created: November 2, 2022
Categories: Advisor Role/Value, Client Experience, Client-Focused, General Letter/E-Mail, Holiday Greetings, Philanthropy/Giving
Description: Use this short message to be in touch with your clients for the U.S. Thanksgiving or the general 2022 holiday season. The message shares gratitude and reflects on spreading gratitude on to others.
Six Financial Best Practices for Year-End 2021
Created: November 7, 2021
Categories: Advisor Role/Value, Article, Estate Planning, Evidence-Based Investing, Family Wealth, General Audience, Listicle, Philanthropy/Giving, Retirement Planning, Tax Planning
Description: Share this piece with clients and prospects to offer six financial best practices for year-end 2021. This year's tips cover investment discipline, budgeting, tax-planning, charitable giving, and estate planning considerations in the context of 2021 events. It also optionally references the newly released "Tax Planning in Turbulent Times" report for additional insights.
Tax Planning Part 3: Tax-Wise Financial Planning
Created: August 31, 2021
Categories: Advisor Role/Value, Article, Estate Planning, Evidence-Based Investing, Family Wealth, General Audience, Philanthropy/Giving, Retirement Planning, Tax Planning, Tax Planning Tools & Techniques, Wealth Management
Description: Part 3 of a 3-part series on tax-planning. Part 1 defined "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explored reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 explores integrating all of the above into broad financial planning.
Tax Planning Part 2: Tax-Wise Investment Techniques
Created: August 12, 2021
Categories: Advisor Role/Value, Article, Estate Planning, Evidence-Based Investing, Family Wealth, General Audience, Philanthropy/Giving, Retirement Planning, Tax Planning, Tax Planning Tools & Techniques
Description: Part 2 of a 3-part series on tax-planning. Part 1 defined "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explores reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 will explore integrating all of the above into broad financial planning techniques.
Tax Planning Part 1: Tools of the Trade
Created: July 27, 2021
Categories: Advisor Role/Value, Article, Estate Planning, Family Wealth, Financial Planning, General Audience, Philanthropy/Giving, Retirement Planning, Tax Planning, Tax Planning Tools & Techniques
Description: Part 1 of a 3-part series on tax-planning. Part 1 defines "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explores reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 will explore integrating all of the above into broad financial planning techniques.
Protecting What’s Yours (After You Pass) Part 2
Created: May 17, 2021
Categories: Article, Estate Planning, Family Wealth, Financial Planning, General Audience, Philanthropy/Giving, Protecting What's Yours, Tax Planning, Wealth Management
Description: Share this two-part piece on estate planning basics with clients and prospects. Part 1 is 464 words, and reminds readers how important it is to have a basic will or trust. This part 2, at 1,413 words, offers step-by-step guidance on creating and maintaining an effective estate plan. Both pieces pair well with a 2019 Library piece, "Protecting What's Yours (While You're Alive)."
Protecting What’s Yours (After You Pass) Part 1
Created: April 29, 2021
Categories: Article, Estate Planning, Family Wealth, Financial Planning, General Audience, Philanthropy/Giving, Protecting What's Yours, Tax Planning, Wealth Management
Description: Share this two-part piece on estate planning basics with clients and prospects. Part 1 is 464 words, and reminds readers how important it is to have a basic will or trust. Part 2 (coming soon) will offer step-by-step guidance on creating and maintaining an effective estate plan. Both pieces pair well with a 2019 Library piece, "Protecting What's Yours (While You're Alive)."
An Evidence-Based Approach to ESG Investing: White Paper (UPDATED)
Created: December 21, 2020
Categories: Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, Sustainable Investing, UPDATED Content, White Paper
Description: UPDATED FROM JUNE-JULY 2017: This 2,300-word piece combines our UPDATED two-part ESG investing series into a single white paper, providing an informational overview of ESG investing in the context of evidence-based investment strategies. Use this paper (or the parts, in installments) to respond to client and prospect questions about ESG investing.
An Evidence-Based Approach to ESG Investing: Part 1 (UPDATED)
Created: December 21, 2020
Categories: Article, Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, Report, Sustainable Investing, UPDATED Content
Description: UPDATED FROM JUNE-JULY 2017: This 930-word document is part 1 of a 2-part series, providing an UPDATED informational overview of ESG investing in the context of evidence-based investment strategies. Part 1 introduces a few key terms and summarizes how ESG investment priorities may vary depending on individual goals. Use this series to respond to client and prospect questions about ESG investing.
An Evidence-Based Approach to ESG Investing: Part 2 (UPDATED)
Created: December 21, 2020
Categories: Article, Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, Report, Sustainable Investing, UPDATED Content
Description: UPDATED FROM JUNE-JULY 2017: This 1,400-word document is part 2 of a 2-part series, providing an UPDATED informational overview of ESG investing in the context of evidence-based investment strategies. Part 2 explores how to quantify “doing good,” and explores the challenges and opportunities ESG investors face today. Use this series to respond to client and prospect questions about ESG investing.
Six Financial Best Practices for Year-End 2020
Created: November 29, 2020
Categories: Advisor Role/Value, Article, Financial Best Practice Lists, Financial Planning, General Audience, General Letter/E-Mail, Listicle, Philanthropy/Giving, Risk Management, Tax Planning
Description: Share this 818-word piece with clients and prospects to offer six financial best practices for year-end 2020. This year's selection is based on some of the changes that took place in 2020, including charitable giving tax breaks, general tax-planning opportunities, altered lifestyle planning considerations, and more.
A CARES Act Overview (Updated 4/3/20)
Created: April 1, 2020
Categories: Advisor Role/Value, Breaking News, Client-Focused, Financial Planning, Philanthropy/Giving, Politics, Report, Scary Market Insights, Tax Planning
Description: Share this 1,450-word CARES Act Overview with clients or (slightly modified) with prospects to provide an approachable but relatively substantive summary of critical content within the Act. The overview is organized by audience, such as items applicable to employees, to employers, to businesses, to students, etc. It includes a list of resources referenced, for additional insights. (UPDATED 4/3/20 to reflect SBA clarifications.)
Six Financial Best Practices for 2020
Created: December 8, 2019
Categories: Advisor Role/Value, Article, Client Experience, Economics, Evidence-Based Investing, Financial Best Practice Lists, General Audience, Listicle, Philanthropy/Giving, Security, Wealth Management
Description: Share this 869-word piece with clients and prospects to offer six financial best practices for 2020. This year's selection is based on some of the changes that took place in 2019, including TCJA tax tips, zero-commission stock and ETF trading, and more.
Charitable Giving Under the TCJA: An Overview of Sensible Strategies
Created: April 25, 2018
Categories: Advisor Role/Value, Article, General Audience, Philanthropy/Giving, Tax Planning
Description: Use this 975-word overview to share four practical ways charitably inclined investors can still receive tax breaks on their charitable giving under the new U.S. Tax Cuts and Job Acts rules. This material can also be paired with the separate, February 2018 Content-Sharing Library piece focusing on Donor Advised Funds (DAFs).
Understanding the Donor-Advised Fund (DAF)
Created: February 25, 2018
Categories: Advisor Role/Value, General Audience, Philanthropy/Giving, Tax Planning, Wealth Management, White Paper
Description: Use this 1,300-word white paper to describe to prospects and clients why they may want to consider a DAF for charitable giving under the new 2017 Tax Cuts and Jobs Act (TCJA). The paper describes how tax-wise charitable giving has changed, where a DAF might fit in, how they work, and how to differentiate among them. The paper also emphasizes the value of working with a wealth advisor to assist in selection and set-up. This piece also pairs well with the April 2018 piece offering an overview of tax-wise giving under the TCJA.
Year-End Reflections on the New U.S. Tax Law
Created: December 21, 2017
Categories: Advisor Role/Value, Breaking News, Client-Focused, General Letter/E-Mail, Philanthropy/Giving, Tax Planning
Description: Use this 550-word client message to reach out to clients about the U.S. tax law changes, to remind them you're available to assist and to suggest potentially advantageous actions they could take before year-end -- such as increasing charitable contributions or shifting taxable income into 2018.
Giving Thoughts
Created: December 18, 2015
Categories: Advisor Role/Value, Client-Focused, General Letter/E-Mail, Holiday Greetings, Philanthropy/Giving
Description: Use this 575-word letter or e-mail to send to your clients to thank them for their business, wish them a Happy New Year and share some uplifting information about increased global philanthropy. The piece also reminds them to consider the big picture for both giving and investing,