Suggesting Donations
- Strategy Discussion: Review client’s tax situation, charitable goals, and available assets
- Asset Evaluation: Identify optimal assets for donation based on tax benefits and client needs
- Timing Coordination: Align donation timing with tax planning and market conditions
- Client Approval: Present recommendation and obtain client approval before proceeding
Supporting Client-Initiated Donations
- Notification Receipt: Receive notification when client initiates donation independently
- Process Monitoring: Track donation progress and provide updates as needed
- Tax Documentation: Assist with any required tax documentation or reporting
- Investment Integration: Coordinate donation proceeds with overall portfolio strategy