Strengthen Client Relations Through Charitable Estate Planning

Estate planning written on document

October is Estate Planning Awareness Month, which is an opportune time to encourage thoughtful discussion about estate planning strategies and how to incorporate charitable giving into a client’s legacy.

By 2042, intergenerational wealth transfer in the United States will amount to a staggering $70 trillion in assets. Often referred to as the Great Wealth Transfer, this significant financial shift underscores the importance of effective estate planning and proactive, meaningful relationship building.

Why is charitable estate planning important from an advisor’s perspective?

Legacy planning with clients offers a distinct opportunity to invest in North Texas’s future by building trust and inspiring charitable giving. Understanding an individual or family’s areas of philanthropic interest ensures their lasting legacy will reflect their passions, values, and the causes they care about the most.

Introducing the planned charitable giving conversation early is the key to success when figuring out your client’s financial path beyond their lifetime. In many cases, giving plans involve multigenerational families. Including the younger generation in estate planning discussions establishes a shared vision.

North Texas Community Foundation stewards more than $600 million in planned gifts to support the nonprofits, schools, and churches that strengthen our communities. By cultivating lasting relationships with professional advisors, we encourage charitable estate planning best practices, help to fulfill your client’s intentions for good and carry out lasting legacies.

If you are interested in providing your clients with planned charitable giving options, NTCF can help guide individuals and families in a direction that aligns with their long-term goals.

For more estate planning resources, click here.

For more information, please contact Amanda Lewis or call (817) 877-0702.


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