Giving Forum�Growing Giving: "Lessons and Links: Professional Advisors
The second installment of an on-going series
Why do professional advisors invite a dialogue about philanthropy? Because their clients expect them to.
Clients are increasing their knowledge about options and expect their advisors to help them create innovative, comprehensive financial plans that take care of their families and friends, avoid taxes and reflect their values. Statistics from around the nation indicate that when confronted with the task of transferring assets from one generation to another, people are integrating charitable giving into their planning to realize personal and financial benefits. "
No comments:
Post a Comment