Maximizing Your Clients’ Charitable Impact

“Our region has a long and proud history of stepping up in times of crises,” said Terence L. Horan, CLU, ChFC, President/CEO of HORAN. “Now, when so many of our institutions that create our areas underpinning are at risk, we look to the most fortunate of our Greater Cincinnati families and their advisors to develop ways to continue the fine tradition of generosity that makes this region one of the best places to live, work and raise families in the country.”  


Professional advisors tell us that their clients want to leverage the greatest amount of impact possible with their generosity. In this time of severe financial stresses to nonprofit organizations due to the coronavirus crisis that goal is even more critical. You, as an advisor, are a vital, trusted partner in a key position to provide guidance that amplifies your clients’ charitable decisions.

You may want to share this New York Times article with your clients who want to know how to best help in this time of crisis. It outlines six factors to consider to immediately increase the impact of one’s charitable giving:

  • Let someone else do the vetting
  • Double down on regular charities
  • Be a bridge for government aid
  • Speed up long-term giving plans
  • Be open to bending the rules
  • Use your voice for the greater good

Read the entire article here.