Reasons to Refer

It's good for your business, your clients and the community

Research shows that wealthy people want to learn more about charitable giving from professional advisors. We can help you approach the subject of philanthropy and become better informed about the role philanthropy can play in estate planning. It can add an important element in the service you offer to your clients.

It's timely

Each change in your client's financial or family circumstances is an opportunity to talk about philanthropy. By creating a charitable Fund, you can help your clients avoid certain taxes.  

Key opportunities for presenting charitable options:

• Utilising disposable income
• Financial planning or investment strategy review
• Realisation or maturity of an investment
• Disposing of property or shares
• Disposing of a business
• Inheritance tax, estate and will planning
• Planning for and at time of retirement