Many clients consider their charitable giving to be a year-end activity, but there are good reasons to plan clients' charitable giving at the beginning of the year -- even if clients choose to actually write the checks during the December holidays.
Ronsey Chawla, a financial advisor at Per Stirling Capital Management in Austin, typically asks clients about their charitable intentions in January. The way he sees it, "The longer the runway to help answer the clients' questions, the greater the number of options available."
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