Charitable Giving

No matter the market conditions, affluent individuals continue to support the charities and causes that are important to them. High net worth clients expect to talk about philanthropy as part of the financial planning process, and look to you for tax-efficient options to accomplish their goals. By initiating conversations on philanthropy, you gain the opportunity to interact with your best clients on a topic that deepens the nature of your relationship.

For many wealthy individuals, a private foundation is the planned giving vehicle of choice. To that end, TD AMERITRADE Institutional has formed a relationship with Foundation Source to provide you with access to a turn-key solution for private foundations.