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 Season
We 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.Quick links
Getting started
Benefits for you and your clients
Common forms and documents
Get support
Our Charitable Investment Program and Philanthropic Advisory teams are available to help.