Raising the philanthropy question: a triple win for advisors, clients and society

May 2013
CFA Institute


"Too few financial advisers take the initiative when it comes to engaging clients on the question of philanthropy. Yet, having a meaningful conversation about charitable giving is an effective way of deepening client relationships and differentiating one’s firm. What is important, however, is that advisers frame the discussion around the client’s values, interests, and goals—not simply around the technical aspects of taxes and philanthropic vehicles"
Originally published on www.cfainstitute.org 

This report is tagged under:

  • Philanthropy Advice