Most Recent - Impact Strategies

Impact Strategies

A profile of women in wealth management

March 06, 2023

We spoke with highly accomplished wealth managers to learn about how giving, philanthropy & their own experiences inform their work.  Women are set to control $93 trillion in wealth globally and reach almost 40% of all wealth in North America by 2023. Yet when it comes to gaining insight about investing and money management from […]

Impact Strategies

Why you should chat charity with clients

August 27, 2021

Establish your position as a charitable advisor while building connections with your clients.  Understanding your clients’ giving can help you better understand their financial priorities. And empowering them to give more cost-effectively can actually help you optimize your business. Does that sound lofty? Let me explain. Benefits for clients By starting the conversation, you can […]

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All Impact Strategies

Impact Strategies

Reducing taxes with a donor-advised fund

March 01, 2018

It’s likely your clients give to charity out of altruism. It’s also likely that they could benefit from using their charitable giving to rebalance their portfolio. Whether the end of the financial year is coming to an end or just beginning, it’s always a good time to look at how charitable donations can help your […]

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