Your 2024 Year-End Guide

Strategies to Strengthen Client Relationships

Learn how Ethic can help you engage your clients with values-aligned giving and proactive tax management this holiday season.
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Welcome to Your Year-End
Guide from Ethic

Watch this short video to hear how Ethic can support you in leading year-end conversations that inspire action and strengthen client relationships.

Your Playbook for Engaging
Year-End Conversations

Ethic’s Year-End Gifting & Taxes Playbook is designed to help you connect with clients around two powerful themes: values-aligned donor-advised funds (DAFs) and year-round tax-loss harvesting.

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This guide includes actionable insights, conversation starters, and tech-enabled tools to ensure your discussions resonate and drive meaningful outcomes.
Success! Dive in to your year-end guide now:
Download Now
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Guide Highlights

Charitable Giving Strategy

How Ethic’s approach to values-driven DAFs can help your clients' meet their philanthropic goals.

Year-Round Tax Savings

Best practices for showcasing tax savings and after-tax performance with Ethic’s year-round tax-loss harvesting.

Tools Overview

Overview of key tools and resources, including Mission Mapping, Charitable Gifting Analysis, and impact reporting.

Tax Reporting

Use Ethic’s tax reporting to showcase the impact of proactive, year-round tax-loss harvesting, giving clients a clear view of their tax savings and the added value of optimized, values-aligned portfolio management.

How to access tax reporting on the Ethic platform

Log in to
the Platform

Sign in to the Ethic platform and click to the Households tab.

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Select Client
Portfolio

Choose the relevant client profile to view their portfolio details.

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Open the
‘Tax’ Tab

In the client’s profile,
click on the Tax tab to see year-round tax-loss harvesting details, including gains and losses captured.

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Download
the Report

Review the reporting on the Ethic platform or click the Actions button on the top right to generate a PDF to share with clients.

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Further Reading
and Resources

Explore more content from the Ethic team to help you prepare for impactful year-end and new year conversations with your clients.

DAFs in Action

Cofounder Johny Mair and Senior Associate of Product Ops Lily Louis offer a deep dive into the Ethic vision for DAFs and how we support advisors across the entire process of offering DAFs to their clients.

Balancing Your Clients’ Tax and Sustainability Goals

Learn how to balance your clients’ tax priorities while building portfolios that reflect their personal values this year-end.

Crafting Mission Statements with Your Clients

Ethic breaks down the value of codifying mission statements during the prospecting phase.

Our Approach to Donor-Advised Funds at Ethic

What if you could help your client support their favorite charities while growing their philanthropic dollars tax-free?

Sign up to receive your year-end guide!

This guide includes actionable insights, conversation starters, and tech-enabled tools to ensure your discussions resonate and drive meaningful outcomes.
Success! Dive in to your year-end guide now:
Download Now
Oops! Something went wrong while submitting the form.
Sign up to receive your year-end guide!

This guide includes actionable insights, conversation starters, and tech-enabled tools to ensure your discussions resonate and drive meaningful outcomes.
Success! Dive in to your year-end guide now:
Download Now
Oops! Something went wrong while submitting the form.