Important: All donation suggestions require client approval before execution. The advisor serves in a collaborative and advisory capacity.

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Suggesting Donations

  1. Strategy Discussion: Review client’s tax situation, charitable goals, and available assets
  2. Asset Evaluation: Identify optimal assets for donation based on tax benefits and client needs
  3. Timing Coordination: Align donation timing with tax planning and market conditions
  4. Client Approval: Present recommendation and obtain client approval before proceeding

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Supporting Client-Initiated Donations

  1. Notification Receipt: Receive notification when client initiates donation independently
  2. Process Monitoring: Track donation progress and provide updates as needed
  3. Tax Documentation: Assist with any required tax documentation or reporting
  4. Investment Integration: Coordinate donation proceeds with overall portfolio strategy