Guiding your clients through times of uncertainty

Mar 26, 2020

The world is experiencing a time of great uncertainty. The stock market is highly volatile. The 2019 novel coronavirus (COVID-19) has become a global pandemic. As an advisor, you play an important role in guiding your clients on how to handle this time of great need. Your clients are looking to you for help making the right strategic choices when considering how to manage their wealth in these turbulent times. 

 

Maintaining a giving strategy at times of crisis 

 

You know that the markets are unpredictable. Giving doesn’t have to be. Donors with a Vanguard Charitable donor-advised fund (DAF) can provide important stability to the nonprofit sector and help beloved charities ride out downturns. A DAF allows donors to pursue their long-term charitable visions while preserving their ability to help out at a moment’s notice. DAFs are uniquely positioned for your clients’ to respond to this global challenge. 

 

Giving during a crisis can often feel rushed. We encourage you to help your clients make thoughtful decisions about how to best provide support during these pivotal times.

 

Whether or not your clients' use a DAF, consider sharing these resources to help them give back. 

 

For your clients who already have a Vanguard Charitable DAF and want to boost immediate coronavirus relief efforts, we have streamlined the processes and created a pre-approved list of nonprofits that already providing services. This way your client ensures funding quickly reaches these organizations.

 

With a Vanguard Charitable DAF your client can recommend recurring grant schedules. Because disasters catch us by surprise, a sudden crisis can leave communities without immediate support. Recurring grants ensure the charities you support have the funds to react to a disaster right away. 

 

Learn how we can partner with you to best serve your client’s needs. 

 

We know your client’s philanthropy is important to you—and to us. We want to support you as you help your clients reach their charitable goals. When talking to your clients’ about charitable giving, think about how they can support recovery immediately after a disaster as well as in the coming months, and possibly years, to come.

 

Guiding your clients through times of uncertainty
Guiding your clients through times of uncertainty
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