Advisor’s Manual

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The Stanford EPLI Philanthropy Toolkit is for wealth advisors interested in integrating philanthropic planning into their wealth management practice, so as to better serve their clients. It is designed for advisors who are already comfortable navigating the tax implications of giving and would now like to support their clients’ broader philanthropic planning. 

The accompanying tools and resources in this toolkit will allow you to guide your clients through developing an intentional, effective giving plan. You do not need to be a philanthropy expert to use this toolkit. Your goal as a facilitator is to encourage your clients to reflect, to make informed, thoughtful decisions, and to continue learning along the way.