See How Donor-advised Funds Can Enrich Your Client Relationships
If your clients are passionate about giving, helping them maximize the value of their charitable tax deduction is an effective way to enrich your relationship.
October 3, 2011
Consider recommending The T. Rowe Price Program for Charitable GivingSM, a donor-advised fund that offers your clients an easy way to manage their charitable giving. To open an account, your clients make an initial tax-deductible contribution of at least $10,000. They can then recommend grants to support their favorite causes at any time without the pressure of year-end deadlines. In the meantime, their account is invested in professionally managed investment pools.
Help Your Clients Simplify Their Giving
The Program eliminates time-consuming paperwork for your clients — we handle all recordkeeping and provide complete tax-related records. There’s also a convenient website where your clients can check their account, make grant recommendations, and research more than 1.8 million charities.
Your clients can transfer long-term appreciated securities to their Program account and deduct the fully appreciated value to lock in the charitable tax deduction for that calendar year.
Benefits That Can Help Enrich Your Client Relationships
The Program lets your clients take advantage of:
Best of all, you can recommend the Program with assurance. It was founded by T. Rowe Price, which is well known for its disciplined approach to investing.
Learn More With Our Free GIVE Kit
You can visit ProgramForGiving.org/FinancialProfessionals to order or download the GIVE kit plus find complete information on the benefits of the Program.For more information, call program president Ann Boyce directly at 1-877-325-7992.