The Informed Philanthropic Advisor: Missing Out on This Conversation with Your Clients? It Could Cost You!

Good Intentions, Complex Executions

Between forming a giving strategy to maximize impact, knowing how and where to give, and the complex tax stipulations that naturally come with charity work, navigating the philanthropic space can be challenging for donors even at the best of times. 

A philanthropic advisor is a vital resource for clients of all backgrounds—from those lacking detailed knowledge in the space, to those who have the experience and understanding, but may not have the time required to carry out the legwork on their own.

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The Future Cash Flow Strategy You Probably Didn’t Know Existed

By now, you likely know and understand the various strategies available to you to generate income (if you missed our exclusive Seven Streams of Income series, be sure to click HERE to catch up!). Between rental, earned, profit, royalty, dividend, capital gains, and interest income, there are a plethora of passive income  (i.e. requiring minimal effort on your part) strategies (that you can engage in to ensure you are always getting the most out of your capital (reference our previous guide to learn how Bloom can help you directly in achieving some of the seven streams of income, and how we can work with your advisors to help you attain the other four). 

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Maximize Your Giving – The Ultimate Guide

While many of us feel an intrinsic pull to want to help those in need, when it comes to the tax and insurance implications involved when giving to charitable organizations, things can start to feel overly complicated quite quickly. 

Not to worry—Bloom Investment Counsel is here to break things down in an easy-to-follow format, so that you can get back to supporting your community while having the peace of mind that you’re engaging in all of the best practices to make the most of your efforts from a financial perspective!

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