Professional Advisors

Differentiate Your Practice

Differentiate Your Practice Through Charitable Planning

As your client’s trusted advisor, offering charitable planning services can give your practice a critical competitive advantage. It helps you:

  • Deepen your client relationships by connecting in a more meaningful way.
  • Establish new relationships.
  • Engage the next generation.

90% of high net worth households give to charity; on average to 7 different organizations.

88% of households plan to maintain or increase their giving levels under the new tax law. ¹


You’ve helped your clients build their business, provide for their family, grow their assets, and develop wealth transfer plans. Studies show clients value your guidance to help fulfill their lifetime and legacy giving needs. They seek meaningful conversations that go beyond tax considerations and include life goals, values, and passions.

Discussing philanthropy with your clients is good for your practice for a variety of reasons, including:

  • Presents a more holistic approach to managing your client’s wealth.
  • Provides insight that helps you better serve your clients.
  • Demonstrates a greater personal interest in your clients and their charitable goals and aspirations.


A simple question can begin a meaningful development in your client relationship:

  • What charitable causes are important to you?
  • What type of assets do you typically give?


The top 5 challenges¹ client’s face in their charitable decision-making listed in priority order include:

  • Identifying what I care about and deciding who to donate to.
  • Understanding how much I can afford to give.
  • Allocating more time to volunteer / engage with organizations.
  • Monitoring giving for intended impact.
  • Structuring tax-efficient charitable gifts.


We are advisors of all types: attorneys, accountants, financial advisors, insurance agents, and philanthropic specialists within the Community Foundation. We are uniquely qualified to work well together to help clients solve their challenges and fulfill their personal charitable giving in a manner most meaningful to them.


We welcome the opportunity to be a member of your client planning team. We look forward to exchanging ideas for your client’s charitable planning needs. Feel free to contact David N. Jones, CPWA® at 386-275-1940,


¹ The 2018 U.S. Trust Study of High Net Worth Philanthropy – Portraits of Generosity. (Net worth of $1,000,000 or more excluding residence, or income greater than $200,000)