As a trusted advisor, your clients look to you for guidance and advice when crafting long-term financial plans. Understanding your clients’ charitable interests and passions provides a unique opportunity for you to expand your relationship and create a long-term strategic plan that impacts their favorite charitable causes.

Discover 5 best practices for guiding your clients in building meaningful charitable plans in this Vanguard Charitable white paper based on years of experience working with donors and charities.

Access answers to these common client questions:

• How do I define charitable success?
• How does charity fit into my overall financial plan?
• Who may I involve in my philanthropy?
• What giving tool is best?
• How do I evaluate and monitor nonprofit organizations?