How We Can Help
Advisors often wonder how they can recommend charity in general without recommending a specific charity.
The Griffiths used appreciated securities to create a donor-advised fund at the Foundation with the help of their advisor, Richard Thibodeau of Filomeno Wealth Management, LLC.
That’s where the Hartford Foundation comes in. Your clients can use us as a resource for addressing the issues, communities, and causes they care about most, while gaining the maximum tax benefit under state and federal law.
But raising the "philanthropy question" with your clients isn’t always easy. Maybe you’re not sure how to approach the subject. Here are a few suggestions for getting the conversation started.
Often, charitable giving can be suggested as a solution to a specific situation. Here are a few examples of scenarios in which the Hartford Foundation can work with advisors to develop a plan for a client.