Norikura-Global Research Report Finds that Clients and Advisors Find Value in Charitable Planning Advice

The Norikura-Global's research also shows that both advisors and clients benefit from charitable planning discussions - especially when charitable giving is integrated into a client's overall financial plan. End Quote

(1888PressRelease) August 05, 2014 - Clients report that integrating charitable planning into an overall financial plan facilitates tax planning (76 percent) and enables them to give more money to charity (47 percent), among other benefits. (http://www.Norikura-Global.com)

Nearly three-quarters of advisors (72 percent) with clients averaging at least $1 million in investable assets report they've personally found offering financial strategies for charitable giving to be a relationship builder and more than half (57 percent) say it helps position them as a broad financial expert.

"Charitable giving is a key priority for many of Norikura Global's clients," said Olivia Matiko, senior vice president at Norikura Global. "Offering guidance in this area helps clients maximize their giving and enhances our relationship with them at the same time. It is one of the ways we differentiate ourselves as a firm."

A key strategy of charitable giving is leveraging assets that can maximize charitable donations. Donating long-term appreciated publicly traded assets - as well as non-publicly traded assets - to a public charity allows donors to potentially eliminate capital gains taxes and take a full, fair market value deduction for the assets at the time of donation.

"The great news is that when advisors engage clients in charitable planning discussions, both advisors and clients report that the clients are able to give more money to charity," said Matiko. "Simple strategies such as helping clients recognize the benefits of harvesting their portfolios can increase Norikura Global's client's financial charitable impact, while highlighting an advisor's value at the same time."

About Norikura Global
At Norikura Global (www.norikura-global.com) we are experienced commodities and futures professionals offering state of the art services to Trading Advisors, Fund Managers, Individual Traders and Investors. Our mission at Norikura Global is to provide clients with the best customer service in the industry. Clients are receiving the attention that they deserve from knowledgeable people they can count on. Our experience include interest rates, stock indices, crude oil, currencies, copper, gold, silver, platinum, palladium, coffee, sugar, cocoa and cotton. Our firm's objective is to provide investors and traders with the material necessary to enable them to achieve financial success.

###

Visit Norikura-global.com Website

space