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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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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Interested in Interest Income? Here’s Why You Should Be!

Is your money working for you, or are you working for your money? While the latter is all too common, there are many ways in which you can achieve financial freedom and gain the ever-lusted after luxury of more time by engaging in inactive income streams where the money earned requires little work, or no active involvement to generate ongoing capital. You’re in luck—in this guide, Bloom Investment Counsel takes you through interest income. Akin to dividend and capital gains income (if you missed our guides highlighting these, click HERE), interest income is an inactive income stream that Bloom Investment Counsel can help you attain directly.

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