Identifying Charitable Prospects

Charitable Couple

In your practice, you meet with many clients every week. How will you know that a client is a good candidate for charitable giving? Here are 10 indicators:

Appreciated Property
Closely-held Stock
Highly appreciated Securities
Monetary Gift to Individuals
Bonus
Avoid Capital Gains
Estate Planning with No Heirs
Retirement Funds and IRA Assets
Transferring Family Business
Benefiting Family