Vanguard Charitable attended the 54th Annual Heckerling Institute on Estate Planning in Orlando, Florida, to talk about charitable planning, building a philanthropic legacy, and donor-advised funds (DAFs).

It’s likely you’ve heard about The Heckerling Institute on Estate Planning because it’s the nation’s leading conference for estate planning professionals. It offers educational sessions and professional development for estate planners and advisors and we couldn’t pass up the opportunity to meet with some of the best in the industry.

“We look forward to Heckerling each year,” says Cindy VanAmburgh, Vanguard Charitable’s Senior Business Development Executive. “It’s a great opportunity for us to connect with professional advisors across the country.  Year after year, we learn more about the importance of incorporating philanthropy into the expanding expertise of these professional advisors.  We have the opportunity to address unique client questions related to charitable giving and the benefits of our donor-advised fund.”

“As general awareness around donor-advised funds grow, advisors are now shifting their focus into how DAF providers can address specific client needs.”The most popular question we heard: How can my clients incorporate charitable giving into their estate planning and achieve long-term impact? 

We work with estate planners, attorneys and advisors to help their clients with succession planning and deferred giving. Setting up a charitable plan is a great way to leave a legacy of charitable giving. It’s a family-first approach to estate planning and one that helps family members reduce a potential tax burden and allows clients’ families to establish a generational legacy.    

How do you know if Vanguard Charitable is right for your clients? It’s all about having the charitable conversation as strategic charitable planning is an integral part of wealth management. Through our new online portal, both donors and their advisors can have immediate access to the DAF and includes the ability for advisors to efficiently manage multiple client accounts with a single log-on.

Our goal is to make your job and your clients’ charitable giving even easier. Let us show you how.