Badge Research Paper Finds that Clients Find Worth in Charitable Planning Guidance

Top Quote When advisors engage clients in charitable planning discussions, both advisors and clients report that the clients are able to give more money to charity. End Quote
  • (1888PressRelease) January 17, 2022 - Nagamasa Global, a commodity broker that aims to offer the highest level of customer service and transaction capability required by today’s sophisticated financial market participants, today announced the findings of a study and will release them in a paper form that will be distributed to clients along further incentives to contribute to charity.

    The report shows 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. The 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.

    Over three-quarters of advisors (77 percent) with clients averaging over $500.000 in investable assets report they’ve personally found offering financial strategies for charitable giving to be a relationship builder and more than half (59 percent) say it helps position them as a broad financial expert.

    “Charitable giving is an important priority for most of Nagamasa Global’s clients,” said Fuyuki R. Setsuna, President and Chief Executive Officer. “Offering supervision in this area helps clients maximize their giving and augments our connection 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.

    “Simple strategies such as helping clients recognize the benefits of harvesting their portfolios can increase Nagamasa Global’s client’s financial charitable impact, while highlighting an advisor’s value at the same time.” Continued Mr. Fuyuki R. Setsuna.

    About Nagamasa Global
    Nagamasa Global provides insights in the commodities markets to all market participants to allow them to make better business decisions with confidence. The firm includes a team of experienced financial and market advisors offering a vast list of services for small-scale businesses, individuals, corporate and governmental entities. The company is emerging as a trusted commodity broker with customers from different sectors looking for expertise in pricing, news, and analytics. The company focuses on feasibility more than anything else, and this is the reason it provides a wide array of products and services to its clients that allow them to better sustain their investments.

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