The percentage of high-net-worth (HNW) households in the U.S.—those with at least $5 million in investable assets—has increased more than 50 percent since 2011. And with 91 percent of HNW investors including charitable giving in their overall wealth strategy, there’s a significant opportunity to deepen your client relationships (and generate more referrals) if you tune into their goals.

Philanthropic strategies for HNW clients are often complex due to the nature and size of gifts that individuals and families wish to pass on. Understanding your clients’ goals—and their connections to those objectives—can help you create a plan to meet each client’s unique situation. This white paper discusses how to approach giving initiatives in your HNW clients’ financial plans, as well as:

• Understand your clients’ philanthropic goals

• Turn a personal connection into a personalized giving strategy

• Explore 3 examples of charitable giving strategies in action

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