As a financial advisor, clients rely on your expertise to guide their financial journeys. In an increasingly competitive market, introducing them to charitable giving strategies can help you distinguish your practice and serve your clients in meaningful ways.
As more and more families practice generosity, you serve a crucial role in guiding them through the planning, tax, and impact opportunities of charitable giving strategies. CCF can help you deepen those relationships through the power of charitable giving.
“Charitable giving” is an effective way to diversify your offerings and amplify your practice by providing your clients with charitable giving options to meet their philanthropic objectives. Separately Managed Accounts (SMAs) are charitable giving vehicles that allow you to maintain management of and collect fees on investments while allowing you to connect with your clients on things that matter to them. Separately Managed Accounts allow the opportunity to create an impact on the community while growing relationships substantially.