Charitable Impact: Guide for Advisors
Welcome to the Guide for Advisors
This guide is designed for financial advisors and related professionals such as wealth advisors, wealth managers, and investment advisors. Review the policies, procedures, and forms associated with facilitating donations of publicly traded securities.
It’s Giving SeasonWe encourage you to open any new brokerage accounts and facilitate your clients' donations early. Assets must be received no later than December 31, 2023 to be eligible for a 2023 tax receipt. See key dates and deadlines.
- Charitable Impact General FAQ
- Give with a donor-advised fund
- Grow your business by helping clients with their giving
- Charitable Investment Account fees