How to Have the Philanthropic Conversation
If you’ve been following along with this series for financial advisors, you’ll know that I’ve tried to make the…
How Donor Advised Funds Will Enhance Your Wealth Management Practice
In my previous article, I talked about how philanthropy is not just a good thing to do…
Why Should a Financial Advisor Care About Philanthropy?
From the point of view of a financial advisor (FA), encouraging your clients to give away their…
