Whether you’re new to philanthropy, an established donor, or an advisor aiming to provide more value to your clients, we’ll help you to make the most of your giving strategies.
A profile of women in wealth management
Why you should chat charity with clients
Provide tax-effective solutions for your clients
Strategic giving plans: Defining your values
Give joyfully and say no peacefully: Your charitable giving strategy
Reducing taxes with a donor-advised fund
Why should financial advisors care about philanthropy?
How to have the philanthropic conversation