Become the most valued advisor for your clients at year-end
Do you have clients who sold a business this year? Received a bonus? Need to rebalance their portfolio? Or clients who are passionate about giving back but have been too busy to bring their philanthropy into focus?
At this busy time of year, charitable giving can end up on a long list of tasks that need to get done by December 31. But philanthropy can and should be about more than writing checks in a hurry. What if this holiday season you could give your clients the gift of hassle-free and effective giving?
There’s good news – you can.
The Minneapolis Foundation partners with tax and legal advisors to help you add value to your business relationships. For many clients, that journey starts near the end of the year with the decision to establish a Donor Advised Fund. Read more about the benefits of Donor Advised Funds >>