Giving Advice on Charitable Giving

Professional advisors find themselves at the convergence point of two dramatic forces in society today: the enormous increase in personal wealth and the renewed concern for the community.

These trends are affecting professional advisor practices in two significant ways. First, advisors are incorporating charitable giving as an integral component in their financial and estate-planning activities. The question, do you have charitable giving interests is standard planning practice for many advisors today. Charitable-giving advice is a value adding element in an advisor's portfolio and a service welcomed by clients who expect an integrated approach to their wealth management. Second, advisors are incorporating community foundations as trusted resources in delivering charitable giving knowledge and products to their client.

Here are ways we can help

The Scioto Foundation can support you and your clients at every step in the charitable giving process. We can help you:

• Identify your client's charitable giving interests and motivations
  
• Match personal charitable interests with tax planning needs
  
• Provide information on community needs and on the local agencies and programs that make a difference in the areas your clients care about most.
  
• Deliver grant-making expertise and a range of administrative services related to charitable giving