Why talk charitable bequests with clients?
Today, clients are looking for far more from their wealth than financial returns. Increasingly, they want their finances to reflect their beliefs and values.
Legacy giving is a key part of any philanthropic approach to wealth management and succession planning – a powerful way to help individuals and families pass along their values to future generations and shape the world they leave behind.
By bringing legacy planning into your advisory services, you can attract and retain loyal, value-driven clients.
Understanding the role of wealth advisers in growing legacy giving
We know from our work with solicitors and Will-writers how crucial trusted advisers are for those with wealth.
So, we commissioned Philanthropy Impact and Boon Philanthropy Consulting to explore the role of wealth advisers in helping wealthy clients shape their charitable legacy.
A renaissance in legacy giving
In this guest blog, Sianne Haldane, Founder of Boon Philanthropy, suggests that there is scope for growth in the number of clients leaving charitable legacies.
Good practice guide
Produced in partnership with the Personal Finance Society, download our guide on the growing appetite for Wills and their role in effective inheritance tax planning.
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Our online directory features qualified, experienced, and charity friendly legal professionals from across the UK - all of whom are signed up to our Campaign Supporter scheme.
Find a charity
Our member charities rely on gifts in Wills to continue their wonderful work.