How online ‘charity banks’ help wealth managers highlight ESG investing
June 30, 2023
Canadian Family Offices published an op-ed by our CEO and Founder, John Bromley, featured on their homepage as a recommended piece for their readers.
This article has valuable insights for Financial Advisors and executives in Responsible Investing and ESG strategies. Bromley explains how "charity banks" can be a powerful avenue for achieving their goals through charitable giving, and he highlights the tools and support we offer at Charitable Impact.
According to John, "Clients trust financial advisors and expect them to navigate all sorts of financial matters. By helping clients plan and carry out donations and by managing charitable assets in investment funds, advisors can build their reputation by adding another ESG-minded tool to their client service offering."
If you'd like to dive into this piece, you can just read it here.