Ken Nopar is the Principal of Nopar Consulting, a firm that trains wealth management firms, banks, and other professional firms how to have the charitable planning conversation with clients and how this discussion benefits the firms and clients. The firms website is www.noparconsulting.com.
Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.
The charitable planning conversation should be a natural part of the discussion with clients when talking about the current and long-term goals of their wealth. Here are 10 questions advisors can ask to start the conversation.