Faith-Based Giving for Estate Planning Professionals

Paul Schervish of Boston University estimates that approximately $40 trillion will pass from one generation to the next over the next 20 years. Of this, trillions -- not billions -- will go to charity, with much of this wealth ending up in private foundations.

So why aren't more estate planning professionals discussing charitable giving with their clients?

Whether it's a lack of knowledge or a fear of appearing unprofessional, many advisors risk missing an opportunity to help clients explore the role that philanthropy can play in their community and in their lives.

If you think you'd like to offer faith-based giving to your clients, here's where you can learn more about why you should -- and how to get the conversation started.

Special thanks to Frederic G. Friedman, Reinhart Boerner Van Deuren SC, and Katherine W. Lambert, Whyte Hirschboeck Dudek SC, for sharing their estate planning expertise.