The T. Rowe Price Program for Charitable Giving provides you with a simple, convenient planning tool that can help clients obtain a full charitable gift deduction and achieve personal philanthropic goals.
Adding the Program to your overall advisory service may also help you achieve goals for your practice, including:
- More comprehensive client relationships
The Program could be the right answer when tax questions arise concerning inheritance, significant sale of property or business, or large cash bonuses. It's a tool that can add value to your advice beyond the typical recommendation to give to charity since it also offers both longer-term tax planning and giving.
- Dependable service and support
The Program was founded by T. Rowe Price, known for high standards of customer service and satisfaction. So you're assured of the kind of support from the Program that can help keep clients pleased with your service. You receive prompt, personal attention with direct access to a knowledgeable Program representative, not an automated menu. Donations and grants are processed and acknowledged on a timely basis for the year in which a donation is made.
- Increased opportunities for client communication
Your clients can appoint you to make investment and grant recommendations, affording you the opportunity for more frequent communication with clients who participate in the Program.
- Support for your role as a tax specialist
The Program offers an opportunity to provide more sophisticated tax planning for your most valued clients when it can make the biggest difference for them. Events such as an inheritance or the sale of a business or property often mean significant tax liability. The Program offers a simple yet impressive way to have the right answer at the right time.
- Business-building assistance
The ease with which a Program account can be established, the simplicity of the Program, and the investment expertise of T. Rowe Price all provide clients with a specific, positive experience with your practice they can pass on to relatives, friends, and neighbors.