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.
Why you should have a philanthropic conversation 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
