This session, led by Advanced Planning expert Heather Zack, JD, LLM, MSFP, CAP® equips advisors with a practical framework for integrating charitable planning into holistic wealth strategies for high-net-worth clients. The session moves beyond basic giving to explore how tools such as QCDs, donor-advised funds, charitable trusts, and advanced structures like CLTs and “Super CLTs” can be used to optimize tax outcomes, manage concentrated positions, and facilitate efficient wealth transfer.
Advisors will also gain insight into aligning philanthropic intent with planning strategy—helping clients articulate their giving goals, evaluate organizations, and create meaningful, values-driven impact. The presentation highlights common execution pitfalls, legal considerations, and coordination challenges across tax, estate, and investment planning, ensuring advisors can guide clients with confidence and precision.
Ultimately, this session positions charitable planning not as an add-on, but as a powerful lever for deepening client relationships, differentiating advisory services, and delivering both financial and emotional value.
