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Even the feelings about philanthropy shift by demographic.

By Randy Fox
Ez Charitable

While it may seem obvious when looking for planned gifts, who you’re talking to is really important. That is, the client’s age and their gender should help you craft your conversation for a number of reasons.

MORE: Life Change As Opportunity | Opportunity Under Your Nose | Opportunities in Collectibles | TRPIF Is One of the Best Kept Secrets in Planning | 1031 and Done: What CPAs Need to Know about the New 1031 Changes
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Women are different than men in their giving and younger people are different than older people in how they approach their giving. It is important to create a different message depending on who you’re talking to about giving. Much has been written about how millennials are reshaping giving and, as advisors, we should be paying close attention to our approach to different populations.
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Even traumatic times may open a window to be a hero to your clients … with sensitivity, of course.

By Randy Fox
Ez Charitable

Life is always full of change. As advisors, we see our clients go through regular changes: new jobs, children heading off to college, death of a parent or birth of a grandchild.

MORE: Opportunity Under Your Nose | Opportunities in Collectibles | TRPIF Is One of the Best Kept Secrets in Planning | 1031 and Done: What CPAs Need to Know about the New 1031 Changes
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Viewed through a different lens, change presents opportunity to raise the questions about philanthropy. In many circumstances, philanthropy can be the best solution to the change that’s taking place, if only we will think to ask.
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Survey results show they want to be asked and guided about their passions.

By Randy Fox
Ez Charitable

One of the many ways to explore the charitable leanings of a client is to find out what they care about in the world.

MORE: Opportunities in Collectibles | TRPIF Is One of the Best Kept Secrets in Planning | 1031 and Done: What CPAs Need to Know about the New 1031 Changes
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An easy entry into the conversation is to ask where they volunteer their time. True that parents often volunteer to coach their kids’ teams or serve on the PTA at their schools but above and beyond that, there is likely to emerge a pattern of giving time that will lead to a larger pattern of giving money and can open the conversation about more substantial gifts.
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They’re like CRTs, but with more flexibility.

By Randy Fox
Ez Charitable

The best kept secret in planning has only been around since 1969.

Best kept secret? What do you mean?

ALSO: 1031 and Done: What CPAs Need to Know about the New 1031 Changes
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How about a strategy that completely eliminates capital gains tax, provides a gigantic income tax deduction, distributes all its income (maybe for three generations) and is completely legal. And, by the way, if you’re the advisor managing the family’s money, you get to keep doing that.
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