Charitable giving know-how is essential for supporting wealthy women
To help philanthropic clients, you need the right mindset, skills and resources.
When your clients want to build a family legacy, getting the next generation involved in philanthropy can pave the way for lasting impact.
A concept called “trust-based philanthropy” is going to resonate with younger givers.
Depending on where they are in their giving, you'll have to ask your clients different questions.
Follow these tips for effective interactions and deeper connections with clients.
You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.
What are the benefits of having a family foundation?
Keep these trends in mind if you want to help wealthy donors turbocharge their impact.
It's an opportunity for advisors.
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