The Informed Philanthropic Advisor: Three Important Signs Your Client Needs Your Help

Becoming a Subject Matter Expert on All Things Philanthropy

You’re the skilled specialist when it comes to crafting financial plans for your clients—but between the multifaceted tax stipulations, difficult discussions, intricate planning techniques, and the wealth of possible endeavours, philanthropic planning is anything but simple, even for the most seasoned  professional advisors.

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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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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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Altruistic Actions: Your Guide to All Things Philanthropy

When you think of a traditional philanthropist, whom do you picture?

With the philanthropic space so often dominated by very wealthy individuals, it can at times feel intimidating to enter into this endeavour if you feel you don’t quite fit that description—but the truth is, philanthropy is not limited to the ultra-elite and the charitable giving space is constantly being rewritten to invite everyone in on their own terms. The community is always open to deriving new ways to contribute, support redesign, and redefine what it means to give—and doing it together.

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