PART TWO OF A TWO PART SERIES

Winter 2022 - 2023

PART TWO OF A TWO PART SERIES

Magazine

 

In this issue of the Philanthropy Impact magazine we look at how professional advisors can better understand what their clients want, how to understand and meet clients’ expectations for their philanthropy and deliverable impact. We also look at the rapidly growing generation of impact investors and philanthropists, the implications for professional advisory practices, and the need to upskill a workforce in the soft skills necessary to meet this changing need and expectation, which will strengthen relationships with all clients, regardless of generation.

Magazine contents

Magazine article
An investor’s sustainable-investment preferences are often seen as a standalone issue: something to be considered once the main asset allocation decisions have been made. This is especially true in more...

  • Giving networks / circles
  • Next generation philanthropy
  • Philanthropy Advice
  • Philanthropy stats & trends
  • Social investment
  • Strategy advice
  • Understanding philanthropy