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As a financial advisor, you are the key connector between your clients and their ability to realize and achieve the true purpose of their wealth. By teaming with Vanguard Charitable, you can evolve your wealth management practice to include strategic charitable planning. Talk to your clients about their charitable portfolio and create a bigger impact on your clients' wealth, your business, and nonprofits across the world. Our site, specifically built for financial advisors, has materials and content to help you get started.
Vanguard Charitable works with many financial advisors, lawyers, and estate planners across the country who want to use philanthropy to further engage their clients and better optimize their portfolios for today, tomorrow, and the next generation. Advisors are increasingly introducing their clients to our philanthropic accounts, an effective tool for minimizing tax implications and managing life events such as business sales and financial windfalls.