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Jan 23, 2010 4:54 pm

Compliance will freakout about this. Better to pick a charity that you have passion for and get involved. Network with people who have the same passions as you. Talk with the director about starting a comitty to reach out to people +/- 5 years of your age.  Giving $ is only going to get you into trouble down the road.

Nov 5, 2010 4:29 pm

I agree that it seems kind of shady to offer a $50 donation to YOUR charity for exchange of a financial review/plan.

Would "waving" the financial planning fee if the client donated that fee to the charity of THEIR choice be an option?