Did you know that 81% of inheritors globally say they plan to switch wealth management firms within two years of receiving their inheritance? With the Great Wealth Transfer already underway across the United States, Europe, Asia, and other global markets, now is the time to focus on how you will retain client relationships through the next generation.
One of the most effective ways to engage multiple generations throughout this transition is by helping them think more intentionally about legacy, generosity, and charitable planning. Rather than focusing solely on portfolio performance or year-end tax planning, a shift to a more long-term strategy can open up a whole new way to position your practice for the future, engage entire families more deeply, and build trust across generations.
As your charitable planning partner, TrustBridge Global equips you with practical solutions that help clients accomplish their charitable goals while strengthening your long-term relationships. If you’re ready to explore this approach, here are six common client situations where charitable planning empowers you to add greater value while helping clients achieve their charitable goals:
1. Have a client who wants to involve the next generation in giving decisions?
Planning around generosity, charitable goals, and legacy creates valuable opportunities to engage families in conversations about values, purpose, and impact long before wealth transfer occurs.
To facilitate these conversations, help them open a TrustBridge Global Foundation Fund (donor-advised fund). As an advisor on your client’s family Foundation Fund, you can help manage their charitable assets, show them how to search for charities worldwide, set goals, track progress, and involve everyone in granting decisions.
2. Have a client who wants to support causes outside their home country?
As clients and their business interests become increasingly global, so do their charitable aspirations. This positions you to offer them a way to pursue their giving goals with confidence while navigating the complexities of international granting.
Through our International Granting solutions, you can help clients give confidently to vetted charities and approved charities in more than 220 countries and territories. We handle due diligence, banking systems, currency exchange, and relevant compliance reviews, enabling you to help clients incorporate global generosity into their legacy.
3. Have a client who’d like to give more strategically?
Many high-capacity clients hold substantial wealth in appreciated assets such as closely held business interests, real estate, private investments, securities, and retirement assets. This is a valuable opportunity to teach clients to think beyond annual cash giving and give more strategically from their entire balance sheet with non-cash giving.
In certain situations, gifting assets through TrustBridge Global may help clients reduce capital gains exposure, support greater charitable impact, and create greater flexibility during liquidity events or estate transitions. More importantly, these strategies reposition generosity as part of your client’s long-term strategy rather than simply a year-end tax exercise.
4. Have a client interested in aligning their investments with their values?
Some clients want to do more than fund grants today. They want their charitable capital to continue advancing the values and causes they care about over the long term. And you can show them how.
Our Impact Investing solutions empower you to help clients align their charitable capital with mission-driven investment opportunities that pursue measurable social or environmental outcomes alongside financial stewardship. By introducing innovative, sustainable giving solutions like impact investing, you can better meet your clients’ priorities while expanding the value you bring to every planning conversation.
5. Have a client with a charitable project they’d like to launch?
Some clients feel called to support a charitable initiative, humanitarian project, or emerging ministry but are not ready to establish and operate a standalone nonprofit organization. You can show them how to turn those charitable ideas into action without building an NGO from the ground up.
With a Fiscal Sponsorship through TrustBridge Global, you equip clients to launch and sustain a charitable initiative while reducing many of the administrative burdens associated with creating a new nonprofit. We provide administrative infrastructure, fiduciary oversight, financial management, and compliance support under an established charitable framework.
6. Have a client with tax obligations in both the U.S. and the U.K. or Switzerland?
For globally connected individuals and families, charitable planning often comes with additional tax considerations. By helping clients navigate these cross-border complexities, you can support a more coordinated approach that aligns their generosity with their broader financial and philanthropic goals.
If you have clients who are required to pay taxes in both the United States and the United Kingdom or Switzerland, use our Dual Taxpayer Solutions to access the charitable tax benefits available to them in both countries and direct more of their wealth toward the causes they care about.
Helping Clients Think Further Ahead
As philanthropy becomes an increasingly important part of wealth planning, advisors who can confidently guide these conversations will be better positioned to deepen relationships across generations. TrustBridge Global equips you with the charitable planning solutions and expertise to help clients give strategically while strengthening your value as their trusted advisor.