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charitable giving

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    Marketing + Branding

    Planning Charity Events: A Step-By-Step Guide

    by FIG Marketing November 11, 2021
    written by FIG Marketing

    Updated September 25, 2023, at 3:14 PM

    For financial advisors, planning for and putting on charitable events are a fantastic way to build a reputation in your area and engage with your clients and community members. First and foremost, charity events allow your firm to give back to the community and support a good cause. They can also be a source of great public relations and free local media coverage.

    Charity events help you to form stronger bonds with clients and potential referrals through an important cause and a shared experience. By showing your clients your passion for philanthropy, you’ll help them get to know you as a person and not just as their advisor.

    Continue Reading
    November 11, 2021
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  • Marketing + Branding

    Giving Back Through Business: Why You Should Consider Planned Philanthropy

    by FIG Marketing October 7, 2021
    by FIG Marketing October 7, 2021

    Success in business is about more than amassing revenue, getting great ROI, or being “the best” in your area. It’s also about working towards a greater good and leaving an impact on …

    3 FacebookTwitterPinterestEmail
  • Product R + D

    Tax Breaks for Charitable Giving Have Disappeared [How You Can You Help]

    by Chris Vance May 9, 2019
    by Chris Vance May 9, 2019

    Tax breaks for charitable giving are disappearing. But are they really? With the 2018 tax season now behind us, and many of your clients have found their annual charitable gifts got a …

    15 FacebookTwitterPinterestEmail

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