Beyond the Gift: A Strategic Approach to Philanthropic Planning

As tax rules evolve, advisors can help clients rethink giving through deeper planning conversations. This white paper covers charitable giving today and integrating philanthropy into financial planning.

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Turn Charitable Giving into Deeper Conversations

High-net-worth clients increasingly prioritize charitable giving, and philanthropy remains one of the few areas where they can direct their wealth. Yet because giving is personal, many advisors struggle to start meaningful planning conversations, though most clients are open to them.

In this white paper, you'll learn how to:

  • Navigate the charitable giving landscape
  • Unlock greater impact through bunching
  • Use tax changes to spark deeper discussions
  • Align philanthropic vehicles with client goals

  

The Philanthropy Conversation Breakdown

80%

of HNW clients want to talk about philanthropic giving.1

40%

of advisors feel broaching the subject may create discomfort.1

36%

of advisors simply don't know how to start the conversation.1

"Even when clients are not ready to choose a specific charitable strategy, discussing the impact they hope to make can provide valuable direction for the broader financial plan."

Tara Popernik, CFA®, CFP®

EVP Wealth Planning, LPL Financial

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Take the Next Step to Better Position Clients

Your clients are ready to discuss philanthropic giving. This guide makes sure you are, too.

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1. "The TPI Study of Philanthropic Conversation," The Philanthropic Initiative, 2026.

Disclosures

LPL Financial does not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.​

For Financial Professional Use Only.

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