It may come as a surprise to some but experts in philanthropic advising say for most clients, donating to charities is not about taxes and tax planning issues that typically get discussed toward the end of a tax year as a client's income and the tax liability picture comes into focus.
Rather, a perfect time to have a conversation with your clients about their charity goals, says Samantha Kennedy, a client advisor with U.S. Trust in Houston, would be now early in the year.
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