As an unprecedented $100 trillion wealth transfer begins to shift assets to younger generations, this guide to philanthropy from DonorsTrust is a strategic roadmap designed for financial advisors, estate attorneys, and family offices looking to integrate values-aligned philanthropic planning into their practices.
The guide suggests a holistic “Wealth 3.0” service model that extends beyond traditional wealth accumulation to focus on family legacy, dynamics, and charitable purpose. By highlighting the operational ease, tax efficiencies, and intent protections offered by donor-advised funds (DAFs), the guide provides professionals with practical tools to deepen multi-generational client trust, preserve assets under management, and confidently navigate complex philanthropic conversations.
In this guide you’ll find:
WHY PHILANTHROPY BELONGS IN YOUR PRACTICE
“Wealth 3.0” is a holistic advising paradigm focused on a client’s core family values and purposes rather than just risk management and asset growth. Initiating philanthropic conversations addresses the ongoing $100 trillion generational wealth transfer and prevents losing next-generation heirs to better prepared competitors.
HOW DONORSTRUST SUPPORTS FINANCIAL PROFESSIONALS
This segment details the collaborative partnership between DonorsTrust and financial professionals, outlining a clear path from onboarding to drafting donor intent statements and opening accounts.
PHILANTHROPIC TOOLS FOR YOUR CLIENTS
Donors can utilize various charitable vehicles—such as private foundations and charitable trusts—but donor-advised funds (DAFs) are the simplest, most tax-efficient vehicles available for most clients. DAFs maximize immediate tax deductions and allow assets to be invested for long-term growth.
EQUIPPING NEXT-GENERATION ADVISORS
DonorsTrust’s Next-Gen Advisor Program helps you recruit next-generation talent, equips your firm with the know-how to bring philanthropic giving under your umbrella of services, connects networks of financial services professionals, and positions your firm for greater long-term growth.
PHILANTHROPY AND YOUR FIDUCIARY RESPONSIBILITY
Advisors serving charitable clients have an ethical responsibility to uphold their clients’ values and ensure their philanthropy does not undermine their expressed principles.
Standard Fees & Investment Options
DonorsTrust’s investment partnerships for clients whose accounts hold more than $1 million, and our fee schedule for standard and complex services.
BESPOKE PHILANTHROPIC SERVICES
DonorsTrust offers a comprehensive suite of philanthropic services for additional fees.
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