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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