Doing Well by Doing Good ― Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser’s Role
- Donations and volunteerism: How a values- and interests-based approach to supporting clients in their philanthropy (donations and volunteerism) can benefit the client, the adviser’s practice, and society
- Beyond giving vehicles and taxes: What advisers really need to know and prepare before engaging their clients in an authentic and meaningful philanthropy discussion
- Techniques and tools: What advisers can do to inspire clients to move from checkbook charity to more effective and personally rewarding philanthropy
About the speaker
Partner at The Philanthropic Initiative.
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