Betsy Brill

The Bond Between Impact Investing And Philanthropy


Relating clients' charitable goals to investment choice results in more thoughtful advice.

Unleashing The Power Of Strategic Donor-Advised Funds

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Contributions to DAFs have reached an all-time high. How can they be part of your clients’ estate plans?

Giving Among The New Wealthy


The demographics are going to be changing among high-net-worth investors, and that will have a dramatic impact on charitable planning.